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 | $170,907 | $175,202-2.5% | $149,673+14.2% | $139,434+22.6% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 11.41% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $5,954 | $5,474+8.8% | $4,818+23.6% | $4,751+25.3% |
| Participant deferral / active EE | $8,392 | $6,519+28.7% | $5,680+47.7% | $6,710+25.1% |
| Admin fee / account holder | $2,641 | $16,150-83.6% | $13,210-80.0% | $11,403-76.8% |