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 | $148,591 | $154,117-3.6% | $129,995+14.3% | $139,434+6.6% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 10.58% | 32.48%-21.9pp | -137.18%+147.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $4,691 | $5,289-11.3% | $4,320+8.6% | $4,751-1.3% |
| Participant deferral / active EE | $13,440 | $6,710+100.3% | $5,820+130.9% | $6,710+100.3% |
| Admin fee / account holder | $14,212 | $14,007+1.5% | $10,614+33.9% | $11,403+24.6% |