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 | $140,441 | $77,899+80.3% | $149,673-6.2% | $75,163+86.8% |
| Participation rate | 73.5% | 65.6%+7.9pp | 78.8%-5.3pp | 67.2%+6.3pp |
| Annual return | 17.72% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,225 | $3,137-29.1% | $4,818-53.8% | $2,670-16.6% |
| Participant deferral / active EE | $5,850 | $3,411+71.5% | $5,680+3.0% | $4,125+41.8% |
| Admin fee / account holder | $4,073 | $5,956-31.6% | $13,210-69.2% | $5,651-27.9% |