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 | $248,912 | $95,266+161.3% | $82,389+202.1% | $142,382+74.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 13.48% | 25.74%-12.3pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,687 | $2,991+90.1% | $2,517+125.9% | $4,299+32.3% |
| Participant deferral / active EE | $4,328 | $4,809-10.0% | $4,155+4.2% | $6,507-33.5% |
| Admin fee / account holder | $14,894 | $8,563+73.9% | $7,231+106.0% | $12,624+18.0% |