See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,867 | $159,602+44.0% | $150,045+53.2% | $142,382+61.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 15.30% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,663 | $4,961-6.0% | $4,693-0.6% | $4,299+8.5% |
| Participant deferral / active EE | $6,812 | $8,310-18.0% | $7,997-14.8% | $6,507+4.7% |
| Admin fee / account holder | $6,558 | $14,846-55.8% | $13,435-51.2% | $12,624-48.0% |