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 | $139,383 | $105,859+31.7% | $90,160+54.6% | $147,584-5.6% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 21.83% | 37.63%-15.8pp | 34.88%-13.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $791 | $4,126-80.8% | $3,318-76.2% | $4,876-83.8% |
| Participant deferral / active EE | $4,582 | $5,733-20.1% | $5,288-13.3% | $5,439-15.7% |
| Admin fee / account holder | $348 | $8,046-95.7% | $5,943-94.1% | $10,885-96.8% |