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 | $182,249 | $179,726+1.4% | $156,263+16.6% | $142,382+28.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,885 | $5,069-3.6% | $4,333+12.7% | $4,299+13.6% |
| Participant deferral / active EE | $8,641 | $6,956+24.2% | $6,158+40.3% | $6,507+32.8% |
| Admin fee / account holder | $1,380 | $17,272-92.0% | $14,255-90.3% | $12,624-89.1% |