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 | $211,569 | $226,064-6.4% | $182,532+15.9% | $152,861+38.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 23.92% | 192.51%-168.6pp | 148.54%-124.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,764 | $4,978-64.6% | $4,076-56.7% | $4,762-63.0% |
| Participant deferral / active EE | $4,901 | $6,368-23.0% | $5,524-11.3% | $5,850-16.2% |
| Admin fee / account holder | $2,130 | $10,703-80.1% | $8,592-75.2% | $11,596-81.6% |