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 | $154,040 | $201,272-23.5% | $184,203-16.4% | $145,922+5.6% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 16.66% | 29.00%-12.3pp | 28.81%-12.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,106 | $7,022-55.8% | $6,427-51.7% | $4,660-33.3% |
| Participant deferral / active EE | $7,319 | $9,806-25.4% | $9,131-19.8% | $6,688+9.4% |
| Admin fee / account holder | $2,186 | $16,364-86.6% | $13,901-84.3% | $13,397-83.7% |