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 | $186,498 | $159,602+16.9% | $150,045+24.3% | $142,382+31.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.59% | 70.24%-56.6pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,642 | $4,961-46.8% | $4,693-43.7% | $4,299-38.6% |
| Participant deferral / active EE | $12,252 | $8,310+47.4% | $7,997+53.2% | $6,507+88.3% |
| Admin fee / account holder | $621 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |