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 | $150,618 | $152,587-1.3% | $125,175+20.3% | $152,861-1.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 24.29% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,230 | $4,946-54.9% | $3,865-42.3% | $4,762-53.2% |
| Participant deferral / active EE | $9,702 | $5,868+65.3% | $4,937+96.5% | $5,850+65.8% |
| Admin fee / account holder | $16,184 | $13,434+20.5% | $9,702+66.8% | $11,596+39.6% |