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 | $203,487 | $209,411-2.8% | $178,490+14.0% | $158,922+28.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.77% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,603 | $5,706-71.9% | $5,011-68.0% | $4,761-66.3% |
| Participant deferral / active EE | $3,447 | $5,954-42.1% | $5,202-33.7% | $5,982-42.4% |
| Admin fee / account holder | $851 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |