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 5-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 | $192,256 | $159,602+20.5% | $150,045+28.1% | $142,382+35.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 15.33% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,770 | $4,961-64.3% | $4,693-62.3% | $4,299-58.8% |
| Participant deferral / active EE | $10,496 | $8,310+26.3% | $7,997+31.2% | $6,507+61.3% |
| Admin fee / account holder | $4,074 | $14,846-72.6% | $13,435-69.7% | $12,624-67.7% |