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 | $122,945 | $162,781-24.5% | $133,956-8.2% | $158,922-22.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 30.95% | 41.94%-11.0pp | 45.09%-14.1pp | 302.83%-271.9pp |
| Employer contribution / active EE | $4,080 | $4,975-18.0% | $3,919+4.1% | $4,761-14.3% |
| Participant deferral / active EE | $6,174 | $5,911+4.5% | $5,048+22.3% | $5,982+3.2% |
| Admin fee / account holder | $670 | $11,736-94.3% | $8,927-92.5% | $11,246-94.0% |