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 | $188,228 | $157,256+19.7% | $141,162+33.3% | $152,861+23.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 31.78% | 64.32%-32.5pp | 71.39%-39.6pp | 345.32%-313.5pp |
| Employer contribution / active EE | $7,022 | $5,261+33.5% | $4,735+48.3% | $4,762+47.4% |
| Participant deferral / active EE | $8,787 | $7,109+23.6% | $6,709+31.0% | $5,850+50.2% |
| Admin fee / account holder | $1,954 | $12,120-83.9% | $10,261-81.0% | $11,596-83.1% |