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 | $157,743 | $228,332-30.9% | $185,823-15.1% | $158,922-0.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.38% | 40.80%-25.4pp | 35.95%-20.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $9,572 | $4,967+92.7% | $4,087+134.2% | $4,761+101.0% |
| Participant deferral / active EE | $6,507 | $6,415+1.4% | $5,632+15.5% | $5,982+8.8% |
| Admin fee / account holder | $2,137 | $11,864-82.0% | $9,500-77.5% | $11,246-81.0% |