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 | $166,878 | $157,256+6.1% | $141,162+18.2% | $152,861+9.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.49% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $12,593 | $5,261+139.4% | $4,735+166.0% | $4,762+164.4% |
| Participant deferral / active EE | $8,830 | $7,109+24.2% | $6,709+31.6% | $5,850+50.9% |
| Admin fee / account holder | $2,984 | $12,120-75.4% | $10,261-70.9% | $11,596-74.3% |