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 | $144,535 | $109,413+32.1% | $156,263-7.5% | $84,808+70.4% |
| Participation rate | 76.7% | 72.7%+4.0pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 15.34% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $999 | $2,907-65.6% | $4,333-76.9% | $2,631-62.0% |
| Participant deferral / active EE | $3,718 | $4,590-19.0% | $6,158-39.6% | $4,212-11.7% |
| Admin fee / account holder | $2,059 | $9,357-78.0% | $14,255-85.6% | $7,344-72.0% |