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 | $172,457 | $210,648-18.1% | $177,989-3.1% | $145,922+18.2% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 17.52% | 385.86%-368.3pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,739 | $4,565+25.7% | $3,949+45.3% | $4,660+23.2% |
| Participant deferral / active EE | $22,896 | $6,958+229.1% | $6,276+264.8% | $6,688+242.4% |
| Admin fee / account holder | $16,308 | $12,013+35.8% | $10,363+57.4% | $13,397+21.7% |