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 | $124,617 | $165,335-24.6% | $149,696-16.8% | $158,922-21.6% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 11.86% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,128 | $5,103+20.1% | $4,644+32.0% | $4,761+28.7% |
| Participant deferral / active EE | $6,190 | $7,181-13.8% | $6,842-9.5% | $5,982+3.5% |
| Admin fee / account holder | $2,588 | $10,807-76.0% | $9,309-72.2% | $11,246-77.0% |