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 | $140,491 | $176,812-20.5% | $146,665-4.2% | $167,490-16.1% |
| Participation rate | 95.5% | 83.6%+11.8pp | 80.1%+15.4pp | 82.1%+13.3pp |
| Annual return | 14.51% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $9,373 | $5,160+81.6% | $4,136+126.6% | $4,837+93.8% |
| Participant deferral / active EE | $5,230 | $6,440-18.8% | $5,506-5.0% | $6,341-17.5% |
| Admin fee / account holder | $3,417 | $13,259-74.2% | $10,280-66.8% | $12,309-72.2% |