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 | $173,390 | $198,466-12.6% | $170,442+1.7% | $147,584+17.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 22.20% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,212 | $6,184-64.2% | $5,433-59.3% | $4,876-54.6% |
| Participant deferral / active EE | $4,277 | $5,629-24.0% | $4,939-13.4% | $5,439-21.4% |
| Admin fee / account holder | $30,361 | $16,852+80.2% | $13,880+118.7% | $10,885+178.9% |