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 | $160,744 | $183,519-12.4% | $155,509+3.4% | $145,922+10.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.12% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,473 | $5,313-53.4% | $4,672-47.1% | $4,660-46.9% |
| Participant deferral / active EE | $5,111 | $6,462-20.9% | $5,626-9.2% | $6,688-23.6% |
| Admin fee / account holder | $52,904 | $19,313+173.9% | $15,912+232.5% | $13,397+294.9% |