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 | $168,335 | $162,781+3.4% | $133,956+25.7% | $158,922+5.9% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 16.24% | 41.94%-25.7pp | 45.09%-28.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $5,530 | $4,975+11.1% | $3,919+41.1% | $4,761+16.1% |
| Participant deferral / active EE | $7,418 | $5,911+25.5% | $5,048+47.0% | $5,982+24.0% |
| Admin fee / account holder | $35,164 | $11,736+199.6% | $8,927+293.9% | $11,246+212.7% |