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 | $129,172 | $162,781-20.6% | $133,956-3.6% | $158,922-18.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.05% | 41.94%-28.9pp | 45.09%-32.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,830 | $4,975-43.1% | $3,919-27.8% | $4,761-40.6% |
| Participant deferral / active EE | $8,334 | $5,911+41.0% | $5,048+65.1% | $5,982+39.3% |
| Admin fee / account holder | $15,765 | $11,736+34.3% | $8,927+76.6% | $11,246+40.2% |