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 | $207,025 | $96,484+114.6% | $75,886+172.8% | $152,861+35.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 27.16% | 33.98%-6.8pp | 30.76%-3.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $5,115 | $3,309+54.6% | $2,500+104.6% | $4,762+7.4% |
| Participant deferral / active EE | $11,093 | $4,553+143.6% | $3,603+207.9% | $5,850+89.6% |
| Admin fee / account holder | $6,161 | $8,078-23.7% | $5,418+13.7% | $11,596-46.9% |