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 | $198,667 | $177,572+11.9% | $154,803+28.3% | $142,382+39.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 25.68% | 65.07%-39.4pp | 58.88%-33.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $7,290 | $4,810+51.5% | $4,305+69.3% | $4,299+69.6% |
| Participant deferral / active EE | $8,266 | $6,272+31.8% | $5,540+49.2% | $6,507+27.0% |
| Admin fee / account holder | $1,562 | $16,786-90.7% | $14,329-89.1% | $12,624-87.6% |