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 | $151,907 | $77,899+95.0% | $149,673+1.5% | $75,163+102.1% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.1pp | 67.2%+16.7pp |
| Annual return | 24.34% | 31.72%-7.4pp | 134.42%-110.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $5,941 | $3,137+89.3% | $4,818+23.3% | $2,670+122.5% |
| Participant deferral / active EE | $4,046 | $3,411+18.6% | $5,680-28.8% | $4,125-1.9% |
| Admin fee / account holder | $1,471 | $5,956-75.3% | $13,210-88.9% | $5,651-74.0% |