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 | $137,828 | $201,272-31.5% | $184,203-25.2% | $145,922-5.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.65% | 29.00%-17.3pp | 28.81%-17.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $6,374 | $7,022-9.2% | $6,427-0.8% | $4,660+36.8% |
| Participant deferral / active EE | $18,463 | $9,806+88.3% | $9,131+102.2% | $6,688+176.1% |
| Admin fee / account holder | $445 | $16,364-97.3% | $13,901-96.8% | $13,397-96.7% |