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 | $151,968 | $133,922+13.5% | $116,228+30.7% | $142,382+6.7% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 13.00% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,015 | $3,446-41.5% | $2,994-32.7% | $4,299-53.1% |
| Participant deferral / active EE | $5,543 | $5,672-2.3% | $4,953+11.9% | $6,507-14.8% |
| Admin fee / account holder | $5,066 | $14,945-66.1% | $11,989-57.7% | $12,624-59.9% |