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 | $141,787 | $99,877+42.0% | $84,966+66.9% | $145,922-2.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 10.05% | 83.76%-73.7pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,948 | $3,231-39.7% | $2,727-28.6% | $4,660-58.2% |
| Participant deferral / active EE | $4,385 | $5,291-17.1% | $4,519-3.0% | $6,688-34.4% |
| Admin fee / account holder | $1,444 | $7,248-80.1% | $6,149-76.5% | $13,397-89.2% |