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 | $164,449 | $148,534+10.7% | $135,903+21.0% | $139,434+17.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.91% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,183 | $5,243-39.3% | $4,856-34.4% | $4,751-33.0% |
| Participant deferral / active EE | $4,799 | $8,100-40.7% | $7,758-38.1% | $6,710-28.5% |
| Admin fee / account holder | $1,609 | $12,400-87.0% | $10,762-85.0% | $11,403-85.9% |