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 | $217,212 | $159,602+36.1% | $150,045+44.8% | $142,382+52.6% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 15.25% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,711 | $4,961+55.4% | $4,693+64.3% | $4,299+79.4% |
| Participant deferral / active EE | $3,549 | $8,310-57.3% | $7,997-55.6% | $6,507-45.5% |
| Admin fee / account holder | $1,211 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |