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 | $161,695 | $165,335-2.2% | $149,696+8.0% | $158,922+1.7% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 16.99% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,246 | $5,103-56.0% | $4,644-51.6% | $4,761-52.8% |
| Participant deferral / active EE | $4,884 | $7,181-32.0% | $6,842-28.6% | $5,982-18.4% |
| Admin fee / account holder | $12,777 | $10,807+18.2% | $9,309+37.3% | $11,246+13.6% |