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 | $160,742 | $209,411-23.2% | $178,490-9.9% | $158,922+1.1% |
| Participation rate | 91.3% | 86.3%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 14.67% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,081 | $5,706-46.0% | $5,011-38.5% | $4,761-35.3% |
| Participant deferral / active EE | $6,106 | $5,954+2.6% | $5,202+17.4% | $5,982+2.1% |
| Admin fee / account holder | $493 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |