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 | $145,530 | $91,190+59.6% | $178,490-18.5% | $79,858+82.2% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 17.59% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,464 | $3,256-55.0% | $5,011-70.8% | $2,471-40.8% |
| Participant deferral / active EE | $9,644 | $3,236+198.0% | $5,202+85.4% | $3,740+157.9% |
| Admin fee / account holder | $1,082 | $6,751-84.0% | $13,984-92.3% | $5,306-79.6% |