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 | $238,053 | $179,726+32.5% | $156,263+52.3% | $142,382+67.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 15.71% | 77.86%-62.1pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,417 | $5,069-32.6% | $4,333-21.1% | $4,299-20.5% |
| Participant deferral / active EE | $9,086 | $6,956+30.6% | $6,158+47.5% | $6,507+39.6% |
| Admin fee / account holder | $41,004 | $17,272+137.4% | $14,255+187.7% | $12,624+224.8% |