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 | $165,259 | $159,602+3.5% | $150,045+10.1% | $142,382+16.1% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 20.90% | 70.24%-49.3pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,619 | $4,961-27.0% | $4,693-22.9% | $4,299-15.8% |
| Participant deferral / active EE | $7,504 | $8,310-9.7% | $7,997-6.2% | $6,507+15.3% |
| Admin fee / account holder | $5,378 | $14,846-63.8% | $13,435-60.0% | $12,624-57.4% |