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 | $158,950 | $185,822-14.5% | $169,993-6.5% | $139,434+14.0% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 33.34% | 60.50%-27.2pp | 53.37%-20.0pp | 372.94%-339.6pp |
| Employer contribution / active EE | $4,440 | $7,590-41.5% | $6,785-34.6% | $4,751-6.5% |
| Participant deferral / active EE | $11,642 | $11,622+0.2% | $10,408+11.9% | $6,710+73.5% |
| Admin fee / account holder | $8,125 | $15,381-47.2% | $12,815-36.6% | $11,403-28.7% |