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 | $165,833 | $175,202-5.3% | $149,673+10.8% | $139,434+18.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.30% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,245 | $5,474-40.7% | $4,818-32.6% | $4,751-31.7% |
| Participant deferral / active EE | $8,141 | $6,519+24.9% | $5,680+43.3% | $6,710+21.3% |
| Admin fee / account holder | $461 | $16,150-97.1% | $13,210-96.5% | $11,403-96.0% |