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 | $187,312 | $177,572+5.5% | $154,803+21.0% | $142,382+31.6% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 17.54% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,684 | $4,810+59.7% | $4,305+78.5% | $4,299+78.7% |
| Participant deferral / active EE | $8,123 | $6,272+29.5% | $5,540+46.6% | $6,507+24.8% |
| Admin fee / account holder | $5,371 | $16,786-68.0% | $14,329-62.5% | $12,624-57.4% |