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 | $135,172 | $127,065+6.4% | $113,168+19.4% | $142,382-5.1% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 13.36% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,414 | $3,442-29.9% | $2,975-18.9% | $4,299-43.9% |
| Participant deferral / active EE | $4,934 | $5,716-13.7% | $5,107-3.4% | $6,507-24.2% |
| Admin fee / account holder | $1,693 | $15,736-89.2% | $12,068-86.0% | $12,624-86.6% |