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 | $161,355 | $202,432-20.3% | $169,368-4.7% | $139,434+15.7% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 16.07% | 531.74%-515.7pp | 405.60%-389.5pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,769 | $4,692-41.0% | $4,013-31.0% | $4,751-41.7% |
| Participant deferral / active EE | $5,034 | $6,938-27.4% | $6,221-19.1% | $6,710-25.0% |
| Admin fee / account holder | $1,832 | $10,708-82.9% | $9,003-79.7% | $11,403-83.9% |