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 | $167,611 | $165,984+1.0% | $164,813+1.7% | $145,922+14.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 34.44% | 100.03%-65.6pp | 69.93%-35.5pp | 561.29%-526.8pp |
| Employer contribution / active EE | $2,126 | $5,273-59.7% | $4,341-51.0% | $4,660-54.4% |
| Participant deferral / active EE | $8,243 | $6,959+18.5% | $6,031+36.7% | $6,688+23.3% |
| Admin fee / account holder | $9,879 | $16,648-40.7% | $12,690-22.2% | $13,397-26.3% |