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 | $152,837 | $157,256-2.8% | $141,162+8.3% | $152,8610% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.84% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,103 | $5,261+16.0% | $4,735+28.9% | $4,762+28.2% |
| Participant deferral / active EE | $8,407 | $7,109+18.3% | $6,709+25.3% | $5,850+43.7% |
| Admin fee / account holder | $668 | $12,120-94.5% | $10,261-93.5% | $11,596-94.2% |