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 | $181,191 | $159,602+13.5% | $150,045+20.8% | $142,382+27.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 13.13% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,310 | $4,961+7.0% | $4,693+13.1% | $4,299+23.5% |
| Participant deferral / active EE | $7,657 | $8,310-7.9% | $7,997-4.2% | $6,507+17.7% |
| Admin fee / account holder | $22,163 | $14,846+49.3% | $13,435+65.0% | $12,624+75.6% |