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 | $148,518 | $176,377-15.8% | $134,143+10.7% | $158,922-6.5% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 12.36% | 63.63%-51.3pp | 36.33%-24.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,027 | $5,040-20.1% | $3,704+8.7% | $4,761-15.4% |
| Participant deferral / active EE | $4,962 | $4,091+21.3% | $3,499+41.8% | $5,982-17.1% |
| Admin fee / account holder | $2,189 | $8,718-74.9% | $6,684-67.3% | $11,246-80.5% |