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 | $155,654 | $209,411-25.7% | $178,490-12.8% | $158,922-2.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.02% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,345 | $5,706-58.9% | $5,011-53.2% | $4,761-50.7% |
| Participant deferral / active EE | $5,934 | $5,954-0.3% | $5,202+14.1% | $5,982-0.8% |
| Admin fee / account holder | $1,213 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |