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 8-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 | $231,648 | $185,822+24.7% | $169,993+36.3% | $139,434+66.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 23.92% | 60.50%-36.6pp | 53.37%-29.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,393 | $7,590-55.3% | $6,785-50.0% | $4,751-28.6% |
| Participant deferral / active EE | $9,022 | $11,622-22.4% | $10,408-13.3% | $6,710+34.4% |
| Admin fee / account holder | $7,052 | $15,381-54.1% | $12,815-45.0% | $11,403-38.2% |