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 | $224,600 | $159,602+40.7% | $150,045+49.7% | $142,382+57.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.75% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $20,014 | $4,961+303.5% | $4,693+326.5% | $4,299+365.5% |
| Participant deferral / active EE | $4,668 | $8,310-43.8% | $7,997-41.6% | $6,507-28.3% |
| Admin fee / account holder | $15,074 | $14,846+1.5% | $13,435+12.2% | $12,624+19.4% |