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 | $190,337 | $185,822+2.4% | $169,993+12.0% | $139,434+36.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.51% | 60.50%-44.0pp | 53.37%-36.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,509 | $7,590-40.6% | $6,785-33.5% | $4,751-5.1% |
| Participant deferral / active EE | $13,862 | $11,622+19.3% | $10,408+33.2% | $6,710+106.6% |
| Admin fee / account holder | $20,136 | $15,381+30.9% | $12,815+57.1% | $11,403+76.6% |