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 | $218,844 | $198,466+10.3% | $170,442+28.4% | $147,584+48.3% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 13.26% | 257.29%-244.0pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $6,218 | $6,184+0.6% | $5,433+14.5% | $4,876+27.5% |
| Participant deferral / active EE | $10,047 | $5,629+78.5% | $4,939+103.4% | $5,439+84.7% |
| Admin fee / account holder | $61,465 | $16,852+264.7% | $13,880+342.8% | $10,885+464.7% |