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 | $136,739 | $103,376+32.3% | $87,100+57.0% | $152,861-10.5% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 20.59% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,375 | $3,220-57.3% | $2,521-45.5% | $4,762-71.1% |
| Participant deferral / active EE | $2,963 | $4,778-38.0% | $4,049-26.8% | $5,850-49.3% |
| Admin fee / account holder | $8,693 | $12,205-28.8% | $7,497+16.0% | $11,596-25.0% |