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 | $171,877 | $209,411-17.9% | $178,490-3.7% | $158,922+8.2% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 14.81% | 188.75%-173.9pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $5,792 | $5,706+1.5% | $5,011+15.6% | $4,761+21.7% |
| Participant deferral / active EE | $4,570 | $5,954-23.2% | $5,202-12.1% | $5,982-23.6% |
| Admin fee / account holder | $3,567 | $17,074-79.1% | $13,984-74.5% | $11,246-68.3% |