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 | $156,241 | $165,335-5.5% | $149,696+4.4% | $158,922-1.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 17.90% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $9,552 | $5,103+87.2% | $4,644+105.7% | $4,761+100.6% |
| Participant deferral / active EE | $6,860 | $7,181-4.5% | $6,842+0.3% | $5,982+14.7% |
| Admin fee / account holder | $691 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |