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 | $149,040 | $152,587-2.3% | $125,175+19.1% | $152,861-2.5% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 22.66% | 54.84%-32.2pp | 43.79%-21.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,067 | $4,946-38.0% | $3,865-20.7% | $4,762-35.6% |
| Participant deferral / active EE | $6,520 | $5,868+11.1% | $4,937+32.1% | $5,850+11.5% |
| Admin fee / account holder | $7,612 | $13,434-43.3% | $9,702-21.5% | $11,596-34.4% |