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 | $163,242 | $165,335-1.3% | $149,696+9.0% | $158,922+2.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.08% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $4,135 | $5,103-19.0% | $4,644-11.0% | $4,761-13.2% |
| Participant deferral / active EE | $6,501 | $7,181-9.5% | $6,842-5.0% | $5,982+8.7% |
| Admin fee / account holder | $40,358 | $10,807+273.5% | $9,309+333.6% | $11,246+258.9% |