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 | $212,393 | $157,256+35.1% | $141,162+50.5% | $152,861+38.9% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 22.16% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,810 | $5,261-46.6% | $4,735-40.6% | $4,762-41.0% |
| Participant deferral / active EE | $6,625 | $7,109-6.8% | $6,709-1.2% | $5,850+13.3% |
| Admin fee / account holder | $3,065 | $12,120-74.7% | $10,261-70.1% | $11,596-73.6% |