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 | $145,319 | $117,841+23.3% | $102,423+41.9% | $145,922-0.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 18.18% | 31.65%-13.5pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,127 | $3,615-41.2% | $3,023-29.7% | $4,660-54.4% |
| Participant deferral / active EE | $4,602 | $5,731-19.7% | $5,053-8.9% | $6,688-31.2% |
| Admin fee / account holder | $27,507 | $13,326+106.4% | $9,451+191.1% | $13,397+105.3% |