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 | $185,951 | $159,602+16.5% | $150,045+23.9% | $142,382+30.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 20.80% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $7,931 | $4,961+59.9% | $4,693+69.0% | $4,299+84.5% |
| Participant deferral / active EE | $6,339 | $8,310-23.7% | $7,997-20.7% | $6,507-2.6% |
| Admin fee / account holder | $1,635 | $14,846-89.0% | $13,435-87.8% | $12,624-87.0% |