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 5-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 | $141,008 | $165,335-14.7% | $149,696-5.8% | $158,922-11.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.23% | 348.15%-329.9pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,956 | $5,103-42.1% | $4,644-36.4% | $4,761-37.9% |
| Participant deferral / active EE | $12,453 | $7,181+73.4% | $6,842+82.0% | $5,982+108.2% |
| Admin fee / account holder | $13,379 | $10,807+23.8% | $9,309+43.7% | $11,246+19.0% |