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 | $146,724 | $133,922+9.6% | $116,228+26.2% | $142,382+3.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 15.96% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,552 | $3,446-54.9% | $2,994-48.2% | $4,299-63.9% |
| Participant deferral / active EE | $1,982 | $5,672-65.1% | $4,953-60.0% | $6,507-69.5% |
| Admin fee / account holder | $1,589 | $14,945-89.4% | $11,989-86.8% | $12,624-87.4% |