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 | $210,885 | $197,591+6.7% | $177,821+18.6% | $158,922+32.7% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 14.90% | 58.76%-43.9pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,749 | $6,697-14.2% | $5,918-2.9% | $4,761+20.7% |
| Participant deferral / active EE | $17,549 | $8,405+108.8% | $7,714+127.5% | $5,982+193.4% |
| Admin fee / account holder | $7,294 | $15,399-52.6% | $12,427-41.3% | $11,246-35.1% |