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 | $220,316 | $159,602+38.0% | $150,045+46.8% | $142,382+54.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.90% | 70.24%-56.3pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,654 | $4,961-46.5% | $4,693-43.5% | $4,299-38.3% |
| Participant deferral / active EE | $13,792 | $8,310+66.0% | $7,997+72.5% | $6,507+111.9% |
| Admin fee / account holder | $2,504 | $14,846-83.1% | $13,435-81.4% | $12,624-80.2% |