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 | $166,930 | $209,411-20.3% | $178,490-6.5% | $158,922+5.0% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 22.48% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,737 | $5,706-69.6% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $5,659 | $5,954-5.0% | $5,202+8.8% | $5,982-5.4% |
| Admin fee / account holder | $1,118 | $17,074-93.5% | $13,984-92.0% | $11,246-90.1% |