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 | $169,909 | $159,602+6.5% | $150,045+13.2% | $142,382+19.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 20.88% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,460 | $4,961-10.1% | $4,693-5.0% | $4,299+3.8% |
| Participant deferral / active EE | $13,849 | $8,310+66.7% | $7,997+73.2% | $6,507+112.8% |
| Admin fee / account holder | $30,156 | $14,846+103.1% | $13,435+124.5% | $12,624+138.9% |