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 | $239,477 | $165,335+44.8% | $149,696+60.0% | $158,922+50.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 8.77% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,473 | $5,103-51.5% | $4,644-46.7% | $4,761-48.1% |
| Participant deferral / active EE | $5,936 | $7,181-17.3% | $6,842-13.2% | $5,982-0.8% |
| Admin fee / account holder | $1,789 | $10,807-83.4% | $9,309-80.8% | $11,246-84.1% |