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 9-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 | $232,023 | $159,602+45.4% | $150,045+54.6% | $142,382+63.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 14.29% | 70.24%-55.9pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,616 | $4,961-6.9% | $4,693-1.6% | $4,299+7.4% |
| Participant deferral / active EE | $9,305 | $8,310+12.0% | $7,997+16.4% | $6,507+43.0% |
| Admin fee / account holder | $9,998 | $14,846-32.7% | $13,435-25.6% | $12,624-20.8% |