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 | $190,594 | $197,591-3.5% | $177,821+7.2% | $158,922+19.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 25.29% | 58.76%-33.5pp | 48.32%-23.0pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,151 | $6,697-67.9% | $5,918-63.7% | $4,761-54.8% |
| Participant deferral / active EE | $14,896 | $8,405+77.2% | $7,714+93.1% | $5,982+149.0% |
| Admin fee / account holder | $307 | $15,399-98.0% | $12,427-97.5% | $11,246-97.3% |