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 | $202,631 | $78,422+158.4% | $95,952+111.2% | $79,858+153.7% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 44.58% | 19.37%+25.2pp | 91.61%-47.0pp | 31.71%+12.9pp |
| Employer contribution / active EE | $2,020 | $1,945+3.9% | $2,541-20.5% | $2,471-18.2% |
| Participant deferral / active EE | $4,752 | $3,440+38.2% | $4,167+14.1% | $3,740+27.1% |
| Admin fee / account holder | $3,046 | $5,622-45.8% | $6,795-55.2% | $5,306-42.6% |