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 | $166,136 | $152,587+8.9% | $125,175+32.7% | $152,861+8.7% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 27.54% | 54.84%-27.3pp | 43.79%-16.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,507 | $5,868+27.9% | $4,937+52.1% | $5,850+28.3% |
| Admin fee / account holder | $18,501 | $13,434+37.7% | $9,702+90.7% | $11,596+59.5% |