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 | $151,062 | $117,841+28.2% | $102,423+47.5% | $145,922+3.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 12.20% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,954 | $5,731-13.5% | $5,053-2.0% | $6,688-25.9% |
| Admin fee / account holder | $20,397 | $13,326+53.1% | $9,451+115.8% | $13,397+52.3% |