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 | $174,286 | $183,519-5.0% | $155,509+12.1% | $145,922+19.4% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 15.91% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,242 | $5,313+17.5% | $4,672+33.6% | $4,660+33.9% |
| Participant deferral / active EE | $6,982 | $6,462+8.0% | $5,626+24.1% | $6,688+4.4% |
| Admin fee / account holder | $8,407 | $19,313-56.5% | $15,912-47.2% | $13,397-37.2% |