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 | $151,598 | $98,240+54.3% | $82,313+84.2% | $147,584+2.7% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 16.94% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,772 | $3,192-44.5% | $2,428-27.0% | $4,876-63.7% |
| Participant deferral / active EE | $5,176 | $4,383+18.1% | $3,706+39.7% | $5,439-4.8% |
| Admin fee / account holder | $9,385 | $8,563+9.6% | $5,608+67.3% | $10,885-13.8% |