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 | $198,082 | $177,572+11.6% | $154,803+28.0% | $142,382+39.1% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 12.32% | 65.07%-52.7pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,105 | $4,810-14.7% | $4,305-4.7% | $4,299-4.5% |
| Participant deferral / active EE | $4,639 | $6,272-26.0% | $5,540-16.3% | $6,507-28.7% |
| Admin fee / account holder | $2,157 | $16,786-87.2% | $14,329-84.9% | $12,624-82.9% |