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 5-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 | $178,606 | $159,602+11.9% | $150,045+19.0% | $142,382+25.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 17.14% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,359 | $4,961-12.1% | $4,693-7.1% | $4,299+1.4% |
| Participant deferral / active EE | $18,449 | $8,310+122.0% | $7,997+130.7% | $6,507+183.5% |
| Admin fee / account holder | $1,809 | $14,846-87.8% | $13,435-86.5% | $12,624-85.7% |