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 | $150,466 | $148,534+1.3% | $135,903+10.7% | $139,434+7.9% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 18.13% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,988 | $5,243-43.0% | $4,856-38.5% | $4,751-37.1% |
| Participant deferral / active EE | $7,280 | $8,100-10.1% | $7,758-6.2% | $6,710+8.5% |
| Admin fee / account holder | $4,289 | $12,400-65.4% | $10,762-60.2% | $11,403-62.4% |