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 | $158,932 | $168,632-5.8% | $147,614+7.7% | $125,391+26.7% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | 62.29% | 77.65%-15.4pp | 61.98%+0.3pp | 282.22%-219.9pp |
| Employer contribution / active EE | $2,712 | $6,252-56.6% | $5,564-51.3% | $4,866-44.3% |
| Participant deferral / active EE | $7,529 | $5,507+36.7% | $4,895+53.8% | $5,352+40.7% |
| Admin fee / account holder | $672 | $13,580-95.1% | $11,611-94.2% | $9,540-93.0% |