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 | $217,824 | $176,056+23.7% | $159,436+36.6% | $167,490+30.1% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 15.39% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,579 | $5,297-70.2% | $4,829-67.3% | $4,837-67.4% |
| Participant deferral / active EE | $7,208 | $7,750-7.0% | $7,352-2.0% | $6,341+13.7% |
| Admin fee / account holder | $1,390 | $12,554-88.9% | $10,799-87.1% | $12,309-88.7% |