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 | $202,711 | $177,572+14.2% | $154,803+30.9% | $142,382+42.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 17.42% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,683 | $4,810+38.9% | $4,305+55.2% | $4,299+55.5% |
| Participant deferral / active EE | $8,353 | $6,272+33.2% | $5,540+50.8% | $6,507+28.4% |
| Admin fee / account holder | $5,381 | $16,786-67.9% | $14,329-62.4% | $12,624-57.4% |