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 | $155,023 | $209,411-26.0% | $178,490-13.1% | $158,922-2.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.43% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,962 | $5,706-48.1% | $5,011-40.9% | $4,761-37.8% |
| Participant deferral / active EE | $8,145 | $5,954+36.8% | $5,202+56.6% | $5,982+36.2% |
| Admin fee / account holder | $4,759 | $17,074-72.1% | $13,984-66.0% | $11,246-57.7% |