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 | $222,183 | $106,584+108.5% | $101,326+119.3% | $142,382+56.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 16.06% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,680 | $3,956-7.0% | $3,665+0.4% | $4,299-14.4% |
| Participant deferral / active EE | $8,430 | $8,297+1.6% | $7,994+5.5% | $6,507+29.5% |
| Admin fee / account holder | $1,857 | $11,446-83.8% | $11,185-83.4% | $12,624-85.3% |