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 | $162,020 | $159,602+1.5% | $150,045+8.0% | $142,382+13.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 14.89% | 70.24%-55.3pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,203 | $4,961+25.0% | $4,693+32.2% | $4,299+44.3% |
| Participant deferral / active EE | $14,707 | $8,310+77.0% | $7,997+83.9% | $6,507+126.0% |
| Admin fee / account holder | $12,472 | $14,846-16.0% | $13,435-7.2% | $12,624-1.2% |