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 | $192,512 | $217,402-11.4% | $185,823+3.6% | $167,490+14.9% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.38% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $8,047 | $5,873+37.0% | $5,167+55.7% | $4,837+66.3% |
| Participant deferral / active EE | $6,220 | $6,356-2.2% | $5,568+11.7% | $6,341-1.9% |
| Admin fee / account holder | $2,595 | $19,811-86.9% | $16,237-84.0% | $12,309-78.9% |