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 | $177,676 | $177,572+0.1% | $154,803+14.8% | $142,382+24.8% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 17.47% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,728 | $4,810-1.7% | $4,305+9.8% | $4,299+10.0% |
| Participant deferral / active EE | $10,332 | $6,272+64.7% | $5,540+86.5% | $6,507+58.8% |
| Admin fee / account holder | $12,518 | $16,786-25.4% | $14,329-12.6% | $12,624-0.8% |