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 | $156,944 | $77,899+101.5% | $149,673+4.9% | $75,163+108.8% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 19.26% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,373 | $3,137-24.4% | $4,818-50.7% | $2,670-11.1% |
| Participant deferral / active EE | $4,922 | $3,411+44.3% | $5,680-13.3% | $4,125+19.3% |
| Admin fee / account holder | $9,315 | $5,956+56.4% | $13,210-29.5% | $5,651+64.8% |