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 | $147,090 | $183,963-20.0% | $162,163-9.3% | $152,861-3.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 25.76% | 150.76%-125.0pp | 115.59%-89.8pp | 345.32%-319.6pp |
| Employer contribution / active EE | $6,994 | $6,371+9.8% | $5,614+24.6% | $4,762+46.9% |
| Participant deferral / active EE | $6,888 | $8,034-14.3% | $7,298-5.6% | $5,850+17.7% |
| Admin fee / account holder | $604 | $13,121-95.4% | $10,843-94.4% | $11,596-94.8% |