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 | $152,287 | $154,117-1.2% | $129,995+17.1% | $139,434+9.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 17.61% | 32.48%-14.9pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,308 | $5,289-37.4% | $4,320-23.4% | $4,751-30.4% |
| Participant deferral / active EE | $6,967 | $6,710+3.8% | $5,820+19.7% | $6,710+3.8% |
| Admin fee / account holder | $1,999 | $14,007-85.7% | $10,614-81.2% | $11,403-82.5% |