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 | $150,649 | $175,202-14.0% | $149,673+0.7% | $139,434+8.0% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.41% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,093 | $5,474-80.0% | $4,818-77.3% | $4,751-77.0% |
| Participant deferral / active EE | $7,729 | $6,519+18.6% | $5,680+36.1% | $6,710+15.2% |
| Admin fee / account holder | $2,700 | $16,150-83.3% | $13,210-79.6% | $11,403-76.3% |