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 | $119,324 | $157,256-24.1% | $141,162-15.5% | $152,861-21.9% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 21.34% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,397 | $5,261-35.4% | $4,735-28.3% | $4,762-28.7% |
| Participant deferral / active EE | $10,723 | $7,109+50.8% | $6,709+59.8% | $5,850+83.3% |
| Admin fee / account holder | $6,514 | $12,120-46.3% | $10,261-36.5% | $11,596-43.8% |