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 | $167,404 | $159,602+4.9% | $150,045+11.6% | $142,382+17.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.45% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,227 | $4,961+25.5% | $4,693+32.7% | $4,299+44.8% |
| Participant deferral / active EE | $10,208 | $8,310+22.8% | $7,997+27.6% | $6,507+56.9% |
| Admin fee / account holder | $1,979 | $14,846-86.7% | $13,435-85.3% | $12,624-84.3% |