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 9-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 | $160,302 | $159,602+0.4% | $150,045+6.8% | $142,382+12.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.20% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,822 | $4,961-43.1% | $4,693-39.9% | $4,299-34.4% |
| Participant deferral / active EE | $10,658 | $8,310+28.3% | $7,997+33.3% | $6,507+63.8% |
| Admin fee / account holder | $6,073 | $14,846-59.1% | $13,435-54.8% | $12,624-51.9% |