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 | $157,968 | $177,572-11.0% | $154,803+2.0% | $142,382+10.9% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 17.99% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,608 | $4,810+79.0% | $4,305+99.9% | $4,299+100.2% |
| Participant deferral / active EE | $7,044 | $6,272+12.3% | $5,540+27.1% | $6,507+8.3% |
| Admin fee / account holder | $7,385 | $16,786-56.0% | $14,329-48.5% | $12,624-41.5% |