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 | $170,350 | $198,466-14.2% | $170,442-0.1% | $147,584+15.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 9.21% | 257.29%-248.1pp | 205.93%-196.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,333 | $6,184-78.4% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $5,341 | $5,629-5.1% | $4,939+8.1% | $5,439-1.8% |
| Admin fee / account holder | $16,827 | $16,852-0.1% | $13,880+21.2% | $10,885+54.6% |