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 | $189,439 | $217,402-12.9% | $185,823+1.9% | $167,490+13.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.66% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $15,072 | $5,873+156.6% | $5,167+191.7% | $4,837+211.6% |
| Participant deferral / active EE | $5,630 | $6,356-11.4% | $5,568+1.1% | $6,341-11.2% |
| Admin fee / account holder | $4,488 | $19,811-77.3% | $16,237-72.4% | $12,309-63.5% |