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 | $149,638 | $94,752+57.9% | $112,887+32.6% | $139,434+7.3% |
| Participation rate | 88.9% | 81.3%+7.6pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 13.92% | 40.88%-27.0pp | 34.10%-20.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,473 | $4,625-46.5% | $4,563-45.8% | $4,751-47.9% |
| Participant deferral / active EE | $8,000 | $6,512+22.8% | $6,513+22.8% | $6,710+19.2% |
| Admin fee / account holder | $5,942 | $8,527-30.3% | $7,047-15.7% | $11,403-47.9% |