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 | $191,321 | $179,726+6.5% | $156,263+22.4% | $142,382+34.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 13.49% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,113 | $6,956-26.5% | $6,158-17.0% | $6,507-21.4% |
| Admin fee / account holder | $2,431 | $17,272-85.9% | $14,255-82.9% | $12,624-80.7% |