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 | $157,154 | $197,591-20.5% | $177,821-11.6% | $158,922-1.1% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 10.83% | 58.76%-47.9pp | 48.32%-37.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,229 | $6,697-51.8% | $5,918-45.4% | $4,761-32.2% |
| Participant deferral / active EE | $10,096 | $8,405+20.1% | $7,714+30.9% | $5,982+68.8% |
| Admin fee / account holder | $1,577 | $15,399-89.8% | $12,427-87.3% | $11,246-86.0% |