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 | $155,177 | $198,466-21.8% | $170,442-9.0% | $147,584+5.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.96% | 257.29%-240.3pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,395 | $6,184-61.3% | $5,433-55.9% | $4,876-50.9% |
| Participant deferral / active EE | $4,418 | $5,629-21.5% | $4,939-10.6% | $5,439-18.8% |
| Admin fee / account holder | $7,249 | $16,852-57.0% | $13,880-47.8% | $10,885-33.4% |