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 | $149,031 | $154,117-3.3% | $129,995+14.6% | $139,434+6.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 16.62% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,930 | $5,289-63.5% | $4,320-55.3% | $4,751-59.4% |
| Participant deferral / active EE | $3,640 | $6,710-45.7% | $5,820-37.5% | $6,710-45.7% |
| Admin fee / account holder | $1,812 | $14,007-87.1% | $10,614-82.9% | $11,403-84.1% |