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 | $182,878 | $183,963-0.6% | $162,163+12.8% | $152,861+19.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 25.51% | 150.76%-125.3pp | 115.59%-90.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,842 | $8,034+72.3% | $7,298+89.7% | $5,850+136.6% |
| Admin fee / account holder | $28,441 | $13,121+116.8% | $10,843+162.3% | $11,596+145.3% |