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 | $154,338 | $198,466-22.2% | $170,442-9.4% | $147,584+4.6% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 12.19% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,718 | $6,184-23.7% | $5,433-13.2% | $4,876-3.3% |
| Participant deferral / active EE | $4,178 | $5,629-25.8% | $4,939-15.4% | $5,439-23.2% |
| Admin fee / account holder | $4,120 | $16,852-75.6% | $13,880-70.3% | $10,885-62.2% |