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 | $159,316 | $159,602-0.2% | $150,045+6.2% | $142,382+11.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,285 | $4,961-13.6% | $4,693-8.7% | $4,299-0.3% |
| Participant deferral / active EE | $16,680 | $8,310+100.7% | $7,997+108.6% | $6,507+156.3% |
| Admin fee / account holder | $16,539 | $14,846+11.4% | $13,435+23.1% | $12,624+31.0% |