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 | $157,952 | $165,335-4.5% | $149,696+5.5% | $158,922-0.6% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 20.92% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $6,371 | $5,103+24.8% | $4,644+37.2% | $4,761+33.8% |
| Participant deferral / active EE | $6,036 | $7,181-16.0% | $6,842-11.8% | $5,982+0.9% |
| Admin fee / account holder | $8,853 | $10,807-18.1% | $9,309-4.9% | $11,246-21.3% |