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 | $174,677 | $165,984+5.2% | $164,813+6.0% | $145,922+19.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.71% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,136 | $5,273-2.6% | $4,341+18.3% | $4,660+10.2% |
| Participant deferral / active EE | $6,349 | $6,959-8.8% | $6,031+5.3% | $6,688-5.1% |
| Admin fee / account holder | $5,449 | $16,648-67.3% | $12,690-57.1% | $13,397-59.3% |