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 | $150,025 | $157,256-4.6% | $141,162+6.3% | $152,861-1.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.73% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,417 | $5,261-54.1% | $4,735-49.0% | $4,762-49.3% |
| Participant deferral / active EE | $2,458 | $7,109-65.4% | $6,709-63.4% | $5,850-58.0% |
| Admin fee / account holder | $14,358 | $12,120+18.5% | $10,261+39.9% | $11,596+23.8% |