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 | $151,939 | $179,726-15.5% | $156,263-2.8% | $142,382+6.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 17.84% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,775 | $5,069-45.3% | $4,333-36.0% | $4,299-35.5% |
| Participant deferral / active EE | $7,131 | $6,956+2.5% | $6,158+15.8% | $6,507+9.6% |
| Admin fee / account holder | $838 | $17,272-95.1% | $14,255-94.1% | $12,624-93.4% |