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 | $153,982 | $214,378-28.2% | $200,582-23.2% | $142,382+8.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 12.66% | 46.41%-33.7pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,667 | $6,841-61.0% | $6,419-58.5% | $4,299-38.0% |
| Participant deferral / active EE | $5,000 | $9,865-49.3% | $9,331-46.4% | $6,507-23.2% |
| Admin fee / account holder | $29,860 | $17,692+68.8% | $16,305+83.1% | $12,624+136.5% |