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 | $240,676 | $175,202+37.4% | $149,673+60.8% | $139,434+72.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 17.25% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,314 | $5,474-76.0% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $6,001 | $6,519-7.9% | $5,680+5.6% | $6,710-10.6% |
| Admin fee / account holder | $3,898 | $16,150-75.9% | $13,210-70.5% | $11,403-65.8% |