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 | $195,028 | $118,849+64.1% | $96,562+102.0% | $167,490+16.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 11.61% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,660 | $3,120-14.7% | $2,356+12.9% | $4,837-45.0% |
| Participant deferral / active EE | $1,784 | $4,616-61.4% | $3,849-53.6% | $6,341-71.9% |
| Admin fee / account holder | $1,506 | $8,065-81.3% | $6,181-75.6% | $12,309-87.8% |