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 | $178,101 | $197,591-9.9% | $177,821+0.2% | $158,922+12.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 10.26% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $7,672 | $6,697+14.6% | $5,918+29.6% | $4,761+61.1% |
| Participant deferral / active EE | $10,926 | $8,405+30.0% | $7,714+41.6% | $5,982+82.6% |
| Admin fee / account holder | $4,721 | $15,399-69.3% | $12,427-62.0% | $11,246-58.0% |