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 | $149,399 | $227,553-34.3% | $189,557-21.2% | $167,490-10.8% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 19.14% | 78.40%-59.3pp | 64.17%-45.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $3,550 | $5,316-33.2% | $4,412-19.5% | $4,837-26.6% |
| Participant deferral / active EE | $5,471 | $7,002-21.9% | $6,174-11.4% | $6,341-13.7% |
| Admin fee / account holder | $1,523 | $11,878-87.2% | $9,807-84.5% | $12,309-87.6% |