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 | $148,156 | $165,335-10.4% | $149,696-1.0% | $158,922-6.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 10.84% | 348.15%-337.3pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,037 | $5,103-60.1% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $8,781 | $7,181+22.3% | $6,842+28.3% | $5,982+46.8% |
| Admin fee / account holder | $17,620 | $10,807+63.1% | $9,309+89.3% | $11,246+56.7% |