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 | $219,323 | $185,822+18.0% | $169,993+29.0% | $139,434+57.3% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 26.23% | 60.50%-34.3pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $10,048 | $7,590+32.4% | $6,785+48.1% | $4,751+111.5% |
| Participant deferral / active EE | $6,973 | $11,622-40.0% | $10,408-33.0% | $6,710+3.9% |
| Admin fee / account holder | $1,476 | $15,381-90.4% | $12,815-88.5% | $11,403-87.1% |