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 | $143,389 | $202,432-29.2% | $169,368-15.3% | $139,434+2.8% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 13.58% | 531.74%-518.2pp | 405.60%-392.0pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,706 | $4,692-42.3% | $4,013-32.6% | $4,751-43.0% |
| Participant deferral / active EE | $11,086 | $6,938+59.8% | $6,221+78.2% | $6,710+65.2% |
| Admin fee / account holder | $50,433 | $10,708+371.0% | $9,003+460.2% | $11,403+342.3% |