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 | $177,683 | $183,519-3.2% | $155,509+14.3% | $145,922+21.8% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 16.23% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,949 | $5,313-63.3% | $4,672-58.3% | $4,660-58.2% |
| Participant deferral / active EE | $4,154 | $6,462-35.7% | $5,626-26.2% | $6,688-37.9% |
| Admin fee / account holder | $1,783 | $19,313-90.8% | $15,912-88.8% | $13,397-86.7% |