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 | $164,296 | $159,901+2.7% | $146,958+11.8% | $145,922+12.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 13.85% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,132 | $5,286-40.7% | $4,933-36.5% | $4,660-32.8% |
| Participant deferral / active EE | $6,882 | $8,428-18.3% | $8,070-14.7% | $6,688+2.9% |
| Admin fee / account holder | $3,965 | $15,044-73.6% | $12,998-69.5% | $13,397-70.4% |