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 | $152,156 | $154,117-1.3% | $129,995+17.0% | $139,434+9.1% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 18.04% | 32.48%-14.4pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,460 | $5,289+3.2% | $4,320+26.4% | $4,751+14.9% |
| Participant deferral / active EE | $11,700 | $6,710+74.4% | $5,820+101.0% | $6,710+74.4% |
| Admin fee / account holder | $7,594 | $14,007-45.8% | $10,614-28.5% | $11,403-33.4% |