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 | $193,142 | $209,411-7.8% | $178,490+8.2% | $158,922+21.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 28.50% | 188.75%-160.2pp | 151.07%-122.6pp | 302.83%-274.3pp |
| Employer contribution / active EE | $7,534 | $5,706+32.0% | $5,011+50.4% | $4,761+58.2% |
| Participant deferral / active EE | $3,783 | $5,954-36.5% | $5,202-27.3% | $5,982-36.8% |
| Admin fee / account holder | $839 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |