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 | $143,143 | $175,202-18.3% | $149,673-4.4% | $139,434+2.7% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 14.14% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $5,528 | $5,474+1.0% | $4,818+14.7% | $4,751+16.4% |
| Participant deferral / active EE | $5,342 | $6,519-18.0% | $5,680-5.9% | $6,710-20.4% |
| Admin fee / account holder | $9,676 | $16,150-40.1% | $13,210-26.7% | $11,403-15.1% |