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 | $189,546 | $175,202+8.2% | $149,673+26.6% | $139,434+35.9% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 25.02% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,234 | $5,474-59.2% | $4,818-53.6% | $4,751-53.0% |
| Participant deferral / active EE | $7,149 | $6,519+9.7% | $5,680+25.9% | $6,710+6.5% |
| Admin fee / account holder | $8,152 | $16,150-49.5% | $13,210-38.3% | $11,403-28.5% |