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 | $166,056 | $209,411-20.7% | $178,490-7.0% | $158,922+4.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.76% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,584 | $5,706-72.2% | $5,011-68.4% | $4,761-66.7% |
| Participant deferral / active EE | $3,560 | $5,954-40.2% | $5,202-31.6% | $5,982-40.5% |
| Admin fee / account holder | $629 | $17,074-96.3% | $13,984-95.5% | $11,246-94.4% |