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 5-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 | $134,833 | $177,572-24.1% | $154,803-12.9% | $142,382-5.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.87% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,234 | $4,810-74.4% | $4,305-71.3% | $4,299-71.3% |
| Participant deferral / active EE | $12,530 | $6,272+99.8% | $5,540+126.2% | $6,507+92.6% |
| Admin fee / account holder | $1,499 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |