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 | $175,168 | $217,402-19.4% | $185,823-5.7% | $167,490+4.6% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 15.16% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $9,564 | $5,873+62.8% | $5,167+85.1% | $4,837+97.7% |
| Participant deferral / active EE | $8,883 | $6,356+39.8% | $5,568+59.5% | $6,341+40.1% |
| Admin fee / account holder | $7,695 | $19,811-61.2% | $16,237-52.6% | $12,309-37.5% |