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 | $188,172 | $198,466-5.2% | $170,442+10.4% | $147,584+27.5% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 15.19% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,642 | $6,184-57.3% | $5,433-51.4% | $4,876-45.8% |
| Participant deferral / active EE | $9,089 | $5,629+61.5% | $4,939+84.0% | $5,439+67.1% |
| Admin fee / account holder | $56,707 | $16,852+236.5% | $13,880+308.5% | $10,885+421.0% |