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 | $233,296 | $183,519+27.1% | $155,509+50.0% | $145,922+59.9% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 9.54% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,035 | $5,313-42.9% | $4,672-35.0% | $4,660-34.9% |
| Participant deferral / active EE | $8,462 | $6,462+30.9% | $5,626+50.4% | $6,688+26.5% |
| Admin fee / account holder | $3,129 | $19,313-83.8% | $15,912-80.3% | $13,397-76.6% |