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 | $160,675 | $165,335-2.8% | $149,696+7.3% | $158,922+1.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.66% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $7,867 | $5,103+54.2% | $4,644+69.4% | $4,761+65.2% |
| Participant deferral / active EE | $15,650 | $7,181+117.9% | $6,842+128.7% | $5,982+161.6% |
| Admin fee / account holder | $1,282 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |