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 | $154,718 | $183,519-15.7% | $155,509-0.5% | $145,922+6.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 24.39% | 61.17%-36.8pp | 64.67%-40.3pp | 561.29%-536.9pp |
| Employer contribution / active EE | $13,363 | $5,313+151.5% | $4,672+186.0% | $4,660+186.8% |
| Participant deferral / active EE | $5,256 | $6,462-18.7% | $5,626-6.6% | $6,688-21.4% |
| Admin fee / account holder | $1,976 | $19,313-89.8% | $15,912-87.6% | $13,397-85.2% |