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 | $165,746 | $148,534+11.6% | $135,903+22.0% | $139,434+18.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.10% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,420 | $5,243-34.8% | $4,856-29.6% | $4,751-28.0% |
| Participant deferral / active EE | $6,937 | $8,100-14.4% | $7,758-10.6% | $6,710+3.4% |
| Admin fee / account holder | $18,630 | $12,400+50.2% | $10,762+73.1% | $11,403+63.4% |