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 | $174,216 | $159,602+9.2% | $150,045+16.1% | $142,382+22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.59% | 70.24%-45.6pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $4,904 | $4,961-1.1% | $4,693+4.5% | $4,299+14.1% |
| Participant deferral / active EE | $7,923 | $8,310-4.7% | $7,997-0.9% | $6,507+21.8% |
| Admin fee / account holder | $4,753 | $14,846-68.0% | $13,435-64.6% | $12,624-62.4% |