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 | $156,990 | $77,899+101.5% | $149,673+4.9% | $75,163+108.9% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | 13.65% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,213 | $3,137-29.5% | $4,818-54.1% | $2,670-17.1% |
| Participant deferral / active EE | $9,222 | $3,411+170.3% | $5,680+62.4% | $4,125+123.5% |
| Admin fee / account holder | $1,750 | $5,956-70.6% | $13,210-86.8% | $5,651-69.0% |