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 | $162,776 | $152,587+6.7% | $125,175+30.0% | $152,861+6.5% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 28.49% | 54.84%-26.3pp | 43.79%-15.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $5,461 | $4,946+10.4% | $3,865+41.3% | $4,762+14.7% |
| Participant deferral / active EE | $8,725 | $5,868+48.7% | $4,937+76.7% | $5,850+49.1% |
| Admin fee / account holder | $19,346 | $13,434+44.0% | $9,702+99.4% | $11,596+66.8% |