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 | $185,008 | $209,411-11.7% | $178,490+3.7% | $158,922+16.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.57% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,337 | $5,706-76.6% | $5,011-73.3% | $4,761-71.9% |
| Participant deferral / active EE | $3,207 | $5,954-46.1% | $5,202-38.3% | $5,982-46.4% |
| Admin fee / account holder | $477 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |