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 | $188,541 | $209,411-10.0% | $178,490+5.6% | $158,922+18.6% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 17.84% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,888 | $5,706-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $4,486 | $5,954-24.7% | $5,202-13.8% | $5,982-25.0% |
| Admin fee / account holder | $4,146 | $17,074-75.7% | $13,984-70.4% | $11,246-63.1% |