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 | $136,674 | $109,881+24.4% | $150,045-8.9% | $84,808+61.2% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.7pp | 68.3%+7.3pp |
| Annual return | 17.08% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,311 | $3,561-35.1% | $4,693-50.7% | $2,631-12.1% |
| Participant deferral / active EE | $6,186 | $6,636-6.8% | $7,997-22.6% | $4,212+46.9% |
| Admin fee / account holder | $3,018 | $8,568-64.8% | $13,435-77.5% | $7,344-58.9% |