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 | $221,812 | $114,381+93.9% | $107,525+106.3% | $142,382+55.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.60% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,446 | $4,015-39.1% | $3,754-34.8% | $4,299-43.1% |
| Participant deferral / active EE | $12,854 | $5,564+131.0% | $5,116+151.3% | $6,507+97.5% |
| Admin fee / account holder | $24,178 | $9,860+145.2% | $8,919+171.1% | $12,624+91.5% |