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 | $130,457 | $163,101-20.0% | $136,749-4.6% | $142,382-8.4% |
| Participation rate | 85.0% | 78.2%+6.8pp | 72.1%+12.9pp | 80.1%+4.9pp |
| Annual return | 16.99% | 27.54%-10.6pp | 24.33%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,736 | $4,117-57.8% | $3,400-48.9% | $4,299-59.6% |
| Participant deferral / active EE | $5,177 | $5,585-7.3% | $4,692+10.3% | $6,507-20.4% |
| Admin fee / account holder | $1,590 | $14,318-88.9% | $11,386-86.0% | $12,624-87.4% |