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 | $129,926 | $103,376+25.7% | $87,100+49.2% | $152,861-15.0% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.9%+18.8pp | 82.4%+13.2pp |
| Annual return | 20.48% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,314 | $3,220-59.2% | $2,521-47.9% | $4,762-72.4% |
| Participant deferral / active EE | $4,657 | $4,778-2.5% | $4,049+15.0% | $5,850-20.4% |
| Admin fee / account holder | $17,797 | $12,205+45.8% | $7,497+137.4% | $11,596+53.5% |