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 | $160,265 | $148,534+7.9% | $135,903+17.9% | $139,434+14.9% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 21.27% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $16,650 | $5,243+217.6% | $4,856+242.9% | $4,751+250.5% |
| Participant deferral / active EE | $10,385 | $8,100+28.2% | $7,758+33.9% | $6,710+54.8% |
| Admin fee / account holder | $7,866 | $12,400-36.6% | $10,762-26.9% | $11,403-31.0% |