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 | $166,707 | $138,065+20.7% | $123,544+34.9% | $135,375+23.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 8.57% | 153.68%-145.1pp | 119.20%-110.6pp | 519.73%-511.2pp |
| Employer contribution / active EE | $2,668 | $5,151-48.2% | $4,628-42.4% | $4,779-44.2% |
| Participant deferral / active EE | $5,070 | $6,799-25.4% | $6,426-21.1% | $5,609-9.6% |
| Admin fee / account holder | $2,900 | $10,916-73.4% | $9,284-68.8% | $10,827-73.2% |