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 | $212,426 | $165,335+28.5% | $149,696+41.9% | $158,922+33.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 23.57% | 348.15%-324.6pp | 276.60%-253.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $4,086 | $5,103-19.9% | $4,644-12.0% | $4,761-14.2% |
| Participant deferral / active EE | $5,636 | $7,181-21.5% | $6,842-17.6% | $5,982-5.8% |
| Admin fee / account holder | $7,664 | $10,807-29.1% | $9,309-17.7% | $11,246-31.9% |