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 | $212,219 | $77,419+174.1% | $69,455+205.5% | $152,861+38.8% |
| Participation rate | 78.9% | 78.1%+0.8pp | 74.6%+4.3pp | 82.4%-3.5pp |
| Annual return | 6.05% | 39.06%-33.0pp | 28.97%-22.9pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,520 | $3,315-54.1% | $2,779-45.3% | $4,762-68.1% |
| Participant deferral / active EE | $5,303 | $4,414+20.2% | $3,535+50.0% | $5,850-9.4% |
| Admin fee / account holder | $3,093 | $6,207-50.2% | $3,839-19.4% | $11,596-73.3% |