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 | $131,081 | $91,552+43.2% | $133,956-2.1% | $79,858+64.1% |
| Participation rate | 71.0% | 73.3%-2.4pp | 79.8%-8.9pp | 69.6%+1.3pp |
| Annual return | 11.26% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,834 | $2,384+18.9% | $3,919-27.7% | $2,471+14.7% |
| Participant deferral / active EE | $6,766 | $3,733+81.2% | $5,048+34.0% | $3,740+80.9% |
| Admin fee / account holder | $3,272 | $6,321-48.2% | $8,927-63.3% | $5,306-38.3% |