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 | $175,303 | $176,056-0.4% | $159,436+10.0% | $167,490+4.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.69% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $5,178 | $5,297-2.3% | $4,829+7.2% | $4,837+7.0% |
| Participant deferral / active EE | $12,723 | $7,750+64.2% | $7,352+73.1% | $6,341+100.6% |
| Admin fee / account holder | $834 | $12,554-93.4% | $10,799-92.3% | $12,309-93.2% |