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 | $112,835 | $175,202-35.6% | $149,673-24.6% | $139,434-19.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 13.33% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,135 | $5,474-24.5% | $4,818-14.2% | $4,751-13.0% |
| Participant deferral / active EE | $10,791 | $6,519+65.5% | $5,680+90.0% | $6,710+60.8% |
| Admin fee / account holder | $4,786 | $16,150-70.4% | $13,210-63.8% | $11,403-58.0% |