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 | $238,422 | $127,065+87.6% | $113,168+110.7% | $142,382+67.5% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 15.34% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,171 | $3,442-7.9% | $2,975+6.6% | $4,299-26.2% |
| Participant deferral / active EE | $9,104 | $5,716+59.3% | $5,107+78.3% | $6,507+39.9% |
| Admin fee / account holder | $3,309 | $15,736-79.0% | $12,068-72.6% | $12,624-73.8% |