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 | $140,747 | $162,781-13.5% | $133,956+5.1% | $158,922-11.4% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 15.31% | 41.94%-26.6pp | 45.09%-29.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,237 | $4,975-34.9% | $3,919-17.4% | $4,761-32.0% |
| Participant deferral / active EE | $5,033 | $5,911-14.9% | $5,048-0.3% | $5,982-15.9% |
| Admin fee / account holder | $1,253 | $11,736-89.3% | $8,927-86.0% | $11,246-88.9% |