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 | $167,060 | $183,519-9.0% | $155,509+7.4% | $145,922+14.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.34% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,190 | $5,313-2.3% | $4,672+11.1% | $4,660+11.4% |
| Participant deferral / active EE | $4,263 | $6,462-34.0% | $5,626-24.2% | $6,688-36.3% |
| Admin fee / account holder | $8,364 | $19,313-56.7% | $15,912-47.4% | $13,397-37.6% |