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 | $174,337 | $176,056-1.0% | $159,436+9.3% | $167,490+4.1% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 10.82% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,430 | $5,297-54.1% | $4,829-49.7% | $4,837-49.8% |
| Participant deferral / active EE | $9,802 | $7,750+26.5% | $7,352+33.3% | $6,341+54.6% |
| Admin fee / account holder | $11,750 | $12,554-6.4% | $10,799+8.8% | $12,309-4.5% |