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 | $149,203 | $179,726-17.0% | $156,263-4.5% | $142,382+4.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 16.56% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,138 | $5,069-38.1% | $4,333-27.6% | $4,299-27.0% |
| Participant deferral / active EE | $6,677 | $6,956-4.0% | $6,158+8.4% | $6,507+2.6% |
| Admin fee / account holder | $14,771 | $17,272-14.5% | $14,255+3.6% | $12,624+17.0% |