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 | $157,918 | $159,602-1.1% | $150,045+5.2% | $142,382+10.9% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 19.56% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,098 | $4,961+22.9% | $4,693+29.9% | $4,299+41.8% |
| Participant deferral / active EE | $13,296 | $8,310+60.0% | $7,997+66.3% | $6,507+104.3% |
| Admin fee / account holder | $650 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |