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 | $152,212 | $198,466-23.3% | $170,442-10.7% | $147,584+3.1% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 16.79% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,484 | $6,184-59.8% | $5,433-54.3% | $4,876-49.1% |
| Participant deferral / active EE | $5,853 | $5,629+4.0% | $4,939+18.5% | $5,439+7.6% |
| Admin fee / account holder | $2,104 | $16,852-87.5% | $13,880-84.8% | $10,885-80.7% |