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 | $167,903 | $197,591-15.0% | $177,821-5.6% | $158,922+5.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 17.67% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,381 | $6,697-64.5% | $5,918-59.8% | $4,761-50.0% |
| Participant deferral / active EE | $3,965 | $8,405-52.8% | $7,714-48.6% | $5,982-33.7% |
| Admin fee / account holder | $839 | $15,399-94.5% | $12,427-93.2% | $11,246-92.5% |