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 | $133,309 | $127,065+4.9% | $113,168+17.8% | $142,382-6.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 15.95% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,869 | $3,442-45.7% | $2,975-37.2% | $4,299-56.5% |
| Participant deferral / active EE | $5,029 | $5,716-12.0% | $5,107-1.5% | $6,507-22.7% |
| Admin fee / account holder | $360 | $15,736-97.7% | $12,068-97.0% | $12,624-97.1% |