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 | $148,068 | $126,574+17.0% | $106,213+39.4% | $145,922+1.5% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 11.19% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,214 | $3,730-40.6% | $3,171-30.2% | $4,660-52.5% |
| Participant deferral / active EE | $5,696 | $5,724-0.5% | $5,016+13.5% | $6,688-14.8% |
| Admin fee / account holder | $3,987 | $17,304-77.0% | $11,033-63.9% | $13,397-70.2% |