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 | $172,181 | $176,056-2.2% | $159,436+8.0% | $167,490+2.8% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 13.55% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,755 | $5,297-29.1% | $4,829-22.3% | $4,837-22.4% |
| Participant deferral / active EE | $11,602 | $7,750+49.7% | $7,352+57.8% | $6,341+83.0% |
| Admin fee / account holder | $6,387 | $12,554-49.1% | $10,799-40.8% | $12,309-48.1% |