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 | $131,659 | $159,602-17.5% | $150,045-12.3% | $142,382-7.5% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | 17.14% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,235 | $4,961-55.0% | $4,693-52.4% | $4,299-48.0% |
| Participant deferral / active EE | $10,743 | $8,310+29.3% | $7,997+34.3% | $6,507+65.1% |
| Admin fee / account holder | $403 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |