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 | $163,720 | $159,602+2.6% | $150,045+9.1% | $142,382+15.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 14.42% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,521 | $4,961-49.2% | $4,693-46.3% | $4,299-41.4% |
| Participant deferral / active EE | $8,444 | $8,310+1.6% | $7,997+5.6% | $6,507+29.8% |
| Admin fee / account holder | $1,382 | $14,846-90.7% | $13,435-89.7% | $12,624-89.1% |