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 | $190,317 | $177,572+7.2% | $154,803+22.9% | $142,382+33.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.83% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,319 | $4,810-10.2% | $4,305+0.3% | $4,299+0.5% |
| Participant deferral / active EE | $4,033 | $6,272-35.7% | $5,540-27.2% | $6,507-38.0% |
| Admin fee / account holder | $2,281 | $16,786-86.4% | $14,329-84.1% | $12,624-81.9% |