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 | $156,206 | $217,402-28.1% | $185,823-15.9% | $167,490-6.7% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 12.88% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,408 | $5,873-59.0% | $5,167-53.4% | $4,837-50.2% |
| Participant deferral / active EE | $4,486 | $6,356-29.4% | $5,568-19.4% | $6,341-29.3% |
| Admin fee / account holder | $21,113 | $19,811+6.6% | $16,237+30.0% | $12,309+71.5% |