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 | $164,310 | $176,056-6.7% | $159,436+3.1% | $167,490-1.9% |
| Participation rate | 70.8% | 84.9%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 19.62% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,658 | $5,297-30.9% | $4,829-24.3% | $4,837-24.4% |
| Participant deferral / active EE | $5,176 | $7,750-33.2% | $7,352-29.6% | $6,341-18.4% |
| Admin fee / account holder | $7,657 | $12,554-39.0% | $10,799-29.1% | $12,309-37.8% |