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 | $142,989 | $165,984-13.9% | $164,813-13.2% | $145,922-2.0% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 11.50% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,588 | $5,273-32.0% | $4,341-17.3% | $4,660-23.0% |
| Participant deferral / active EE | $8,718 | $6,959+25.3% | $6,031+44.5% | $6,688+30.4% |
| Admin fee / account holder | $10,675 | $16,648-35.9% | $12,690-15.9% | $13,397-20.3% |