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 | $199,538 | $172,478+15.7% | $145,661+37.0% | $142,382+40.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 18.42% | 151.09%-132.7pp | 101.46%-83.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,229 | $4,899-54.5% | $4,238-47.4% | $4,299-48.2% |
| Participant deferral / active EE | $3,996 | $8,348-52.1% | $7,198-44.5% | $6,507-38.6% |
| Admin fee / account holder | $10,035 | $16,864-40.5% | $12,466-19.5% | $12,624-20.5% |