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 | $144,588 | $117,983+22.6% | $101,794+42.0% | $142,382+1.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 14.06% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,959 | $2,773-29.3% | $2,289-14.4% | $4,299-54.4% |
| Participant deferral / active EE | $4,110 | $4,714-12.8% | $4,084+0.6% | $6,507-36.8% |
| Admin fee / account holder | $5,164 | $10,433-50.5% | $8,777-41.2% | $12,624-59.1% |