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 | $209,134 | $165,335+26.5% | $149,696+39.7% | $158,922+31.6% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 9.43% | 348.15%-338.7pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $5,767 | $5,103+13.0% | $4,644+24.2% | $4,761+21.1% |
| Participant deferral / active EE | $10,614 | $7,181+47.8% | $6,842+55.1% | $5,982+77.4% |
| Admin fee / account holder | $2,090 | $10,807-80.7% | $9,309-77.5% | $11,246-81.4% |