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 | $177,624 | $165,984+7.0% | $164,813+7.8% | $145,922+21.7% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 13.25% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,607 | $5,273-31.6% | $4,341-16.9% | $4,660-22.6% |
| Participant deferral / active EE | $6,258 | $6,959-10.1% | $6,031+3.8% | $6,688-6.4% |
| Admin fee / account holder | $1,344 | $16,648-91.9% | $12,690-89.4% | $13,397-90.0% |