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 | $156,105 | $183,519-14.9% | $155,509+0.4% | $145,922+7.0% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 9.39% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $6,569 | $5,313+23.6% | $4,672+40.6% | $4,660+41.0% |
| Participant deferral / active EE | $3,817 | $6,462-40.9% | $5,626-32.2% | $6,688-42.9% |
| Admin fee / account holder | $111,056 | $19,313+475.0% | $15,912+597.9% | $13,397+729.0% |