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 | $148,290 | $103,376+43.4% | $87,100+70.3% | $152,861-3.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 22.26% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,632 | $3,220-18.3% | $2,521+4.4% | $4,762-44.7% |
| Participant deferral / active EE | $5,638 | $4,778+18.0% | $4,049+39.3% | $5,850-3.6% |
| Admin fee / account holder | $2,515 | $12,205-79.4% | $7,497-66.4% | $11,596-78.3% |