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 | $178,016 | $159,602+11.5% | $150,045+18.6% | $142,382+25.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 13.62% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,212 | $4,961-35.2% | $4,693-31.6% | $4,299-25.3% |
| Participant deferral / active EE | $12,074 | $8,310+45.3% | $7,997+51.0% | $6,507+85.6% |
| Admin fee / account holder | $378 | $14,846-97.5% | $13,435-97.2% | $12,624-97.0% |