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 | $141,177 | $179,726-21.4% | $156,263-9.7% | $142,382-0.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 18.87% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,165 | $5,069-37.6% | $4,333-27.0% | $4,299-26.4% |
| Participant deferral / active EE | $10,443 | $6,956+50.1% | $6,158+69.6% | $6,507+60.5% |
| Admin fee / account holder | $1,775 | $17,272-89.7% | $14,255-87.5% | $12,624-85.9% |