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 | $151,250 | $232,540-35.0% | $185,117-18.3% | $147,584+2.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 12.88% | 43.03%-30.2pp | 40.50%-27.6pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,936 | $5,195-43.5% | $4,182-29.8% | $4,876-39.8% |
| Participant deferral / active EE | $3,066 | $5,834-47.4% | $5,045-39.2% | $5,439-43.6% |
| Admin fee / account holder | $14,250 | $10,275+38.7% | $8,159+74.6% | $10,885+30.9% |