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 | $140,918 | $114,381+23.2% | $107,525+31.1% | $142,382-1.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.68% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,559 | $4,015+88.3% | $3,754+101.4% | $4,299+75.8% |
| Participant deferral / active EE | $3,687 | $5,564-33.7% | $5,116-27.9% | $6,507-43.3% |
| Admin fee / account holder | $1,365 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |