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 | $181,720 | $202,432-10.2% | $169,368+7.3% | $139,434+30.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 21.08% | 531.74%-510.7pp | 405.60%-384.5pp | 372.94%-351.9pp |
| Employer contribution / active EE | $701 | $4,692-85.1% | $4,013-82.5% | $4,751-85.3% |
| Participant deferral / active EE | $11,355 | $6,938+63.7% | $6,221+82.5% | $6,710+69.2% |
| Admin fee / account holder | $1,177 | $10,708-89.0% | $9,003-86.9% | $11,403-89.7% |