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 | $178,989 | $165,335+8.3% | $149,696+19.6% | $158,922+12.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 29.94% | 348.15%-318.2pp | 276.60%-246.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $2,622 | $5,103-48.6% | $4,644-43.5% | $4,761-44.9% |
| Participant deferral / active EE | $7,243 | $7,181+0.9% | $6,842+5.9% | $5,982+21.1% |
| Admin fee / account holder | $861 | $10,807-92.0% | $9,309-90.7% | $11,246-92.3% |