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 | $230,663 | $217,402+6.1% | $185,823+24.1% | $167,490+37.7% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.25% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,718 | $5,873-53.7% | $5,167-47.4% | $4,837-43.8% |
| Participant deferral / active EE | $6,292 | $6,356-1.0% | $5,568+13.0% | $6,341-0.8% |
| Admin fee / account holder | $2,555 | $19,811-87.1% | $16,237-84.3% | $12,309-79.2% |