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 | $152,418 | $148,534+2.6% | $135,903+12.2% | $139,434+9.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 17.99% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,446 | $5,243-34.3% | $4,856-29.0% | $4,751-27.5% |
| Participant deferral / active EE | $10,415 | $8,100+28.6% | $7,758+34.3% | $6,710+55.2% |
| Admin fee / account holder | $2,586 | $12,400-79.1% | $10,762-76.0% | $11,403-77.3% |