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 | $183,174 | $165,335+10.8% | $149,696+22.4% | $158,922+15.3% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.76% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,801 | $5,103-25.5% | $4,644-18.2% | $4,761-20.2% |
| Participant deferral / active EE | $8,942 | $7,181+24.5% | $6,842+30.7% | $5,982+49.5% |
| Admin fee / account holder | $4,323 | $10,807-60.0% | $9,309-53.6% | $11,246-61.6% |