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 | $156,198 | $162,781-4.0% | $133,956+16.6% | $158,922-1.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 11.36% | 41.94%-30.6pp | 45.09%-33.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $14,267 | $4,975+186.7% | $3,919+264.1% | $4,761+199.6% |
| Participant deferral / active EE | $8,724 | $5,911+47.6% | $5,048+72.8% | $5,982+45.8% |
| Admin fee / account holder | $5,937 | $11,736-49.4% | $8,927-33.5% | $11,246-47.2% |