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 | $207,013 | $179,726+15.2% | $156,263+32.5% | $142,382+45.4% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 12.87% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,362 | $5,069-13.9% | $4,333+0.7% | $4,299+1.5% |
| Participant deferral / active EE | $9,720 | $6,956+39.7% | $6,158+57.8% | $6,507+49.4% |
| Admin fee / account holder | $17,532 | $17,272+1.5% | $14,255+23.0% | $12,624+38.9% |