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 | $161,897 | $217,402-25.5% | $185,823-12.9% | $167,490-3.3% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 10.33% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,056 | $5,873-65.0% | $5,167-60.2% | $4,837-57.5% |
| Participant deferral / active EE | $3,919 | $6,356-38.3% | $5,568-29.6% | $6,341-38.2% |
| Admin fee / account holder | $45,206 | $19,811+128.2% | $16,237+178.4% | $12,309+267.3% |