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 | $162,579 | $165,335-1.7% | $149,696+8.6% | $158,922+2.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.42% | 348.15%-337.7pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $6,214 | $5,103+21.8% | $4,644+33.8% | $4,761+30.5% |
| Participant deferral / active EE | $6,340 | $7,181-11.7% | $6,842-7.3% | $5,982+6.0% |
| Admin fee / account holder | $517 | $10,807-95.2% | $9,309-94.5% | $11,246-95.4% |