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 | $156,597 | $112,881+38.7% | $90,951+72.2% | $158,922-1.5% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 8.88% | 215.79%-206.9pp | 134.60%-125.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,333 | $2,893-53.9% | $2,122-37.2% | $4,761-72.0% |
| Participant deferral / active EE | $2,743 | $4,128-33.5% | $3,373-18.7% | $5,982-54.1% |
| Admin fee / account holder | $1,575 | $8,041-80.4% | $5,959-73.6% | $11,246-86.0% |