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 | $192,009 | $165,335+16.1% | $149,696+28.3% | $158,922+20.8% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 26.66% | 348.15%-321.5pp | 276.60%-249.9pp | 302.83%-276.2pp |
| Employer contribution / active EE | $4,503 | $5,103-11.7% | $4,644-3.0% | $4,761-5.4% |
| Participant deferral / active EE | $10,800 | $7,181+50.4% | $6,842+57.9% | $5,982+80.5% |
| Admin fee / account holder | $661 | $10,807-93.9% | $9,309-92.9% | $11,246-94.1% |