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 | $117,827 | $157,256-25.1% | $141,162-16.5% | $152,861-22.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 21.48% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,678 | $5,261-30.1% | $4,735-22.3% | $4,762-22.8% |
| Participant deferral / active EE | $7,008 | $7,109-1.4% | $6,709+4.5% | $5,850+19.8% |
| Admin fee / account holder | $16,578 | $12,120+36.8% | $10,261+61.6% | $11,596+43.0% |