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 | $249,183 | $124,319+100.4% | $111,297+123.9% | $167,490+48.8% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 19.15% | 37.44%-18.3pp | 54.65%-35.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,128 | $3,435-38.1% | $2,731-22.1% | $4,837-56.0% |
| Participant deferral / active EE | $8,859 | $5,180+71.0% | $4,487+97.4% | $6,341+39.7% |
| Admin fee / account holder | $5,265 | $10,618-50.4% | $7,964-33.9% | $12,309-57.2% |