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 | $180,143 | $157,256+14.6% | $141,162+27.6% | $152,861+17.8% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 22.56% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,930 | $5,261-6.3% | $4,735+4.1% | $4,762+3.5% |
| Participant deferral / active EE | $9,720 | $7,109+36.7% | $6,709+44.9% | $5,850+66.1% |
| Admin fee / account holder | $523 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |