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 | $162,399 | $160,055+1.5% | $140,016+16.0% | $135,375+20.0% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | 8.00% | 911.38%-903.4pp | 651.12%-643.1pp | 519.73%-511.7pp |
| Employer contribution / active EE | $1,857 | $6,420-71.1% | $5,606-66.9% | $4,779-61.1% |
| Participant deferral / active EE | $5,914 | $7,642-22.6% | $6,927-14.6% | $5,609+5.4% |
| Admin fee / account holder | $616 | $13,328-95.4% | $10,705-94.2% | $10,827-94.3% |