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 | $122,202 | $133,922-8.8% | $116,228+5.1% | $142,382-14.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 19.48% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,760 | $3,446-48.9% | $2,994-41.2% | $4,299-59.1% |
| Participant deferral / active EE | $24,969 | $5,672+340.2% | $4,953+404.1% | $6,507+283.7% |
| Admin fee / account holder | $461 | $14,945-96.9% | $11,989-96.2% | $12,624-96.3% |