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 | $150,323 | $148,534+1.2% | $135,903+10.6% | $139,434+7.8% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 25.26% | 79.19%-53.9pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $7,252 | $5,243+38.3% | $4,856+49.3% | $4,751+52.6% |
| Participant deferral / active EE | $8,458 | $8,100+4.4% | $7,758+9.0% | $6,710+26.0% |
| Admin fee / account holder | $1,605 | $12,400-87.1% | $10,762-85.1% | $11,403-85.9% |