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 | $146,800 | $133,922+9.6% | $116,228+26.3% | $142,382+3.1% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 14.20% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,521 | $3,446-55.8% | $2,994-49.2% | $4,299-64.6% |
| Participant deferral / active EE | $5,071 | $5,672-10.6% | $4,953+2.4% | $6,507-22.1% |
| Admin fee / account holder | $16,368 | $14,945+9.5% | $11,989+36.5% | $12,624+29.7% |