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 | $152,487 | $165,335-7.8% | $149,696+1.9% | $158,922-4.0% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 8.47% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,719 | $5,103-27.1% | $4,644-19.9% | $4,761-21.9% |
| Participant deferral / active EE | $8,333 | $7,181+16.0% | $6,842+21.8% | $5,982+39.3% |
| Admin fee / account holder | $18,137 | $10,807+67.8% | $9,309+94.8% | $11,246+61.3% |