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 | $203,046 | $198,466+2.3% | $170,442+19.1% | $147,584+37.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 24.06% | 257.29%-233.2pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,655 | $6,184-73.2% | $5,433-69.5% | $4,876-66.1% |
| Participant deferral / active EE | $4,900 | $5,629-13.0% | $4,939-0.8% | $5,439-9.9% |
| Admin fee / account holder | $11,639 | $16,852-30.9% | $13,880-16.1% | $10,885+6.9% |