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 | $159,411 | $137,414+16.0% | $189,513-15.9% | $85,850+85.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 12.25% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,736 | $4,344-37.0% | $6,162-55.6% | $2,565+6.7% |
| Participant deferral / active EE | $5,786 | $6,260-7.6% | $8,221-29.6% | $3,952+46.4% |
| Admin fee / account holder | $888 | $8,630-89.7% | $12,045-92.6% | $6,260-85.8% |