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 | $145,119 | $99,985+45.1% | $146,665-1.1% | $85,850+69.0% |
| Participation rate | 76.5% | 73.1%+3.4pp | 80.1%-3.6pp | 69.3%+7.2pp |
| Annual return | 18.80% | 18.93%-0.1pp | 22.74%-3.9pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,243 | $2,559-12.4% | $4,136-45.8% | $2,565-12.6% |
| Participant deferral / active EE | $4,203 | $4,006+4.9% | $5,506-23.7% | $3,952+6.4% |
| Admin fee / account holder | $12,859 | $7,702+66.9% | $10,280+25.1% | $6,260+105.4% |