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 | $140,318 | $175,202-19.9% | $149,673-6.3% | $139,434+0.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.86% | 166.71%-148.8pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,456 | $5,474-73.4% | $4,818-69.8% | $4,751-69.4% |
| Participant deferral / active EE | $7,606 | $6,519+16.7% | $5,680+33.9% | $6,710+13.4% |
| Admin fee / account holder | $4,132 | $16,150-74.4% | $13,210-68.7% | $11,403-63.8% |