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 | $157,973 | $159,602-1.0% | $150,045+5.3% | $142,382+10.9% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 17.65% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,425 | $4,961-10.8% | $4,693-5.7% | $4,299+2.9% |
| Participant deferral / active EE | $14,598 | $8,310+75.7% | $7,997+82.5% | $6,507+124.3% |
| Admin fee / account holder | $4,892 | $14,846-67.0% | $13,435-63.6% | $12,624-61.2% |