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 | $218,107 | $214,378+1.7% | $200,582+8.7% | $142,382+53.2% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 13.99% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,566 | $6,841+25.2% | $6,419+33.5% | $4,299+99.3% |
| Participant deferral / active EE | $17,015 | $9,865+72.5% | $9,331+82.3% | $6,507+161.5% |
| Admin fee / account holder | $27,249 | $17,692+54.0% | $16,305+67.1% | $12,624+115.9% |