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 5-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 | $248,907 | $159,602+56.0% | $150,045+65.9% | $142,382+74.8% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 108.45% | 70.24%+38.2pp | 62.55%+45.9pp | 217.08%-108.6pp |
| Employer contribution / active EE | $6,954 | $4,961+40.2% | $4,693+48.2% | $4,299+61.7% |
| Participant deferral / active EE | $20,909 | $8,310+151.6% | $7,997+161.5% | $6,507+221.3% |
| Admin fee / account holder | $633 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |