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 8-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 | $167,909 | $159,901+5.0% | $146,958+14.3% | $145,922+15.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.98% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,311 | $5,286+57.2% | $4,933+68.5% | $4,660+78.4% |
| Participant deferral / active EE | $16,075 | $8,428+90.7% | $8,070+99.2% | $6,688+140.4% |
| Admin fee / account holder | $1,456 | $15,044-90.3% | $12,998-88.8% | $13,397-89.1% |