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 | $148,808 | $99,877+49.0% | $84,966+75.1% | $145,922+2.0% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 15.04% | 83.76%-68.7pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,963 | $3,231-8.3% | $2,727+8.7% | $4,660-36.4% |
| Participant deferral / active EE | $5,338 | $5,291+0.9% | $4,519+18.1% | $6,688-20.2% |
| Admin fee / account holder | $1,065 | $7,248-85.3% | $6,149-82.7% | $13,397-92.1% |