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 | $169,475 | $157,256+7.8% | $141,162+20.1% | $152,861+10.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.79% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,088 | $5,261-22.3% | $4,735-13.7% | $4,762-14.2% |
| Participant deferral / active EE | $8,636 | $7,109+21.5% | $6,709+28.7% | $5,850+47.6% |
| Admin fee / account holder | $417 | $12,120-96.6% | $10,261-95.9% | $11,596-96.4% |