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 | $156,756 | $210,648-25.6% | $177,989-11.9% | $145,922+7.4% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.55% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,140 | $4,565-53.1% | $3,949-45.8% | $4,660-54.1% |
| Participant deferral / active EE | $5,653 | $6,958-18.8% | $6,276-9.9% | $6,688-15.5% |
| Admin fee / account holder | $2,374 | $12,013-80.2% | $10,363-77.1% | $13,397-82.3% |