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 | $185,446 | $183,519+1.1% | $155,509+19.3% | $145,922+27.1% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 16.48% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,817 | $5,313-28.1% | $4,672-18.3% | $4,660-18.1% |
| Participant deferral / active EE | $5,802 | $6,462-10.2% | $5,626+3.1% | $6,688-13.2% |
| Admin fee / account holder | $13,462 | $19,313-30.3% | $15,912-15.4% | $13,397+0.5% |