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 | $151,240 | $185,822-18.6% | $169,993-11.0% | $139,434+8.5% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 13.34% | 60.50%-47.2pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,633 | $7,590-78.5% | $6,785-75.9% | $4,751-65.6% |
| Participant deferral / active EE | $7,482 | $11,622-35.6% | $10,408-28.1% | $6,710+11.5% |
| Admin fee / account holder | $1,438 | $15,381-90.6% | $12,815-88.8% | $11,403-87.4% |