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 | $215,752 | $148,534+45.3% | $135,903+58.8% | $139,434+54.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.58% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,217 | $5,243-76.8% | $4,856-74.9% | $4,751-74.4% |
| Participant deferral / active EE | $2,568 | $8,100-68.3% | $7,758-66.9% | $6,710-61.7% |
| Admin fee / account holder | $2,471 | $12,400-80.1% | $10,762-77.0% | $11,403-78.3% |