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 | $139,823 | $78,422+78.3% | $95,952+45.7% | $79,858+75.1% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 29.80% | 19.37%+10.4pp | 91.61%-61.8pp | 31.71%-1.9pp |
| Employer contribution / active EE | $1,172 | $1,945-39.7% | $2,541-53.9% | $2,471-52.6% |
| Participant deferral / active EE | $3,034 | $3,440-11.8% | $4,167-27.2% | $3,740-18.9% |
| Admin fee / account holder | $510 | $5,622-90.9% | $6,795-92.5% | $5,306-90.4% |