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 | $162,570 | $105,126+54.6% | $94,646+71.8% | $139,434+16.6% |
| Participation rate | 92.3% | 82.4%+10.0pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 28.61% | 38.03%-9.4pp | 156.71%-128.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $4,503 | $4,106+9.7% | $3,672+22.6% | $4,751-5.2% |
| Participant deferral / active EE | $12,874 | $7,599+69.4% | $7,418+73.6% | $6,710+91.9% |
| Admin fee / account holder | $8,916 | $8,984-0.8% | $7,231+23.3% | $11,403-21.8% |