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 | $191,098 | $209,411-8.7% | $178,490+7.1% | $158,922+20.2% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 22.85% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,865 | $5,706-67.3% | $5,011-62.8% | $4,761-60.8% |
| Participant deferral / active EE | $4,187 | $5,954-29.7% | $5,202-19.5% | $5,982-30.0% |
| Admin fee / account holder | $949 | $17,074-94.4% | $13,984-93.2% | $11,246-91.6% |