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 | $133,126 | $103,376+28.8% | $87,100+52.8% | $152,861-12.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 12.94% | 28.10%-15.2pp | 28.19%-15.3pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,840 | $3,220-42.9% | $2,521-27.0% | $4,762-61.4% |
| Participant deferral / active EE | $9,384 | $4,778+96.4% | $4,049+131.8% | $5,850+60.4% |
| Admin fee / account holder | $28,445 | $12,205+133.1% | $7,497+279.4% | $11,596+145.3% |