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 | $165,476 | $157,256+5.2% | $141,162+17.2% | $152,861+8.3% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 26.22% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $5,005 | $5,261-4.9% | $4,735+5.7% | $4,762+5.1% |
| Participant deferral / active EE | $2,563 | $7,109-64.0% | $6,709-61.8% | $5,850-56.2% |
| Admin fee / account holder | $20,621 | $12,120+70.1% | $10,261+101.0% | $11,596+77.8% |