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 | $178,496 | $176,056+1.4% | $159,436+12.0% | $167,490+6.6% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 12.19% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,401 | $5,297-35.8% | $4,829-29.6% | $4,837-29.7% |
| Participant deferral / active EE | $5,886 | $7,750-24.1% | $7,352-19.9% | $6,341-7.2% |
| Admin fee / account holder | $27,133 | $12,554+116.1% | $10,799+151.3% | $12,309+120.4% |