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 | $135,481 | $177,572-23.7% | $154,803-12.5% | $142,382-4.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.07% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,378 | $4,810-29.8% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $8,832 | $6,272+40.8% | $5,540+59.4% | $6,507+35.7% |
| Admin fee / account holder | $2,413 | $16,786-85.6% | $14,329-83.2% | $12,624-80.9% |