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 | $149,876 | $185,822-19.3% | $169,993-11.8% | $139,434+7.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 23.86% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,148 | $7,590-71.7% | $6,785-68.3% | $4,751-54.8% |
| Participant deferral / active EE | $9,247 | $11,622-20.4% | $10,408-11.2% | $6,710+37.8% |
| Admin fee / account holder | $3,359 | $15,381-78.2% | $12,815-73.8% | $11,403-70.5% |