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 7-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 | $170,566 | $159,602+6.9% | $150,045+13.7% | $142,382+19.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 15.76% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $13,690 | $4,961+176.0% | $4,693+191.7% | $4,299+218.4% |
| Participant deferral / active EE | $11,879 | $8,310+43.0% | $7,997+48.5% | $6,507+82.6% |
| Admin fee / account holder | $702 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |