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 | $165,238 | $157,256+5.1% | $141,162+17.1% | $152,861+8.1% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 20.54% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,841 | $5,261-46.0% | $4,735-40.0% | $4,762-40.3% |
| Participant deferral / active EE | $5,823 | $7,109-18.1% | $6,709-13.2% | $5,850-0.5% |
| Admin fee / account holder | $20,350 | $12,120+67.9% | $10,261+98.3% | $11,596+75.5% |