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 | $172,276 | $177,572-3.0% | $154,803+11.3% | $142,382+21.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,904 | $4,810+1.9% | $4,305+13.9% | $4,299+14.1% |
| Participant deferral / active EE | $7,118 | $6,272+13.5% | $5,540+28.5% | $6,507+9.4% |
| Admin fee / account holder | $8,756 | $16,786-47.8% | $14,329-38.9% | $12,624-30.6% |