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 | $148,427 | $185,822-20.1% | $169,993-12.7% | $139,434+6.5% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 11.49% | 60.50%-49.0pp | 53.37%-41.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $3,683 | $7,590-51.5% | $6,785-45.7% | $4,751-22.5% |
| Participant deferral / active EE | $8,215 | $11,622-29.3% | $10,408-21.1% | $6,710+22.4% |
| Admin fee / account holder | $11,263 | $15,381-26.8% | $12,815-12.1% | $11,403-1.2% |