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 | $168,070 | $198,466-15.3% | $170,442-1.4% | $147,584+13.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 18.74% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,911 | $6,184-36.8% | $5,433-28.0% | $4,876-19.8% |
| Participant deferral / active EE | $2,413 | $5,629-57.1% | $4,939-51.1% | $5,439-55.6% |
| Admin fee / account holder | $3,376 | $16,852-80.0% | $13,880-75.7% | $10,885-69.0% |