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 | $159,770 | $227,553-29.8% | $189,557-15.7% | $167,490-4.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 19.25% | 78.40%-59.2pp | 64.17%-44.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $639 | $5,316-88.0% | $4,412-85.5% | $4,837-86.8% |
| Participant deferral / active EE | $10,419 | $7,002+48.8% | $6,174+68.8% | $6,341+64.3% |
| Admin fee / account holder | $2,214 | $11,878-81.4% | $9,807-77.4% | $12,309-82.0% |