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 | $169,194 | $157,256+7.6% | $141,162+19.9% | $152,861+10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.84% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,673 | $5,261-11.2% | $4,735-1.3% | $4,762-1.9% |
| Participant deferral / active EE | $7,934 | $7,109+11.6% | $6,709+18.3% | $5,850+35.6% |
| Admin fee / account holder | $7,988 | $12,120-34.1% | $10,261-22.2% | $11,596-31.1% |