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 | $174,837 | $159,602+9.5% | $150,045+16.5% | $142,382+22.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 19.89% | 70.24%-50.3pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,914 | $4,961-61.4% | $4,693-59.2% | $4,299-55.5% |
| Participant deferral / active EE | $10,152 | $8,310+22.2% | $7,997+27.0% | $6,507+56.0% |
| Admin fee / account holder | $897 | $14,846-94.0% | $13,435-93.3% | $12,624-92.9% |