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 | $166,577 | $165,335+0.8% | $149,696+11.3% | $158,922+4.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.00% | 348.15%-321.1pp | 276.60%-249.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,807 | $5,103-45.0% | $4,644-39.6% | $4,761-41.0% |
| Participant deferral / active EE | $9,107 | $7,181+26.8% | $6,842+33.1% | $5,982+52.2% |
| Admin fee / account holder | $2,123 | $10,807-80.4% | $9,309-77.2% | $11,246-81.1% |