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 | $178,455 | $148,534+20.1% | $135,903+31.3% | $139,434+28.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 17.02% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,541 | $5,243-32.5% | $4,856-27.1% | $4,751-25.5% |
| Participant deferral / active EE | $8,684 | $8,100+7.2% | $7,758+11.9% | $6,710+29.4% |
| Admin fee / account holder | $2,367 | $12,400-80.9% | $10,762-78.0% | $11,403-79.2% |