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 | $142,486 | $214,378-33.5% | $200,582-29.0% | $142,382+0.1% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 16.20% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,397 | $6,841-79.6% | $6,419-78.2% | $4,299-67.5% |
| Participant deferral / active EE | $3,643 | $9,865-63.1% | $9,331-61.0% | $6,507-44.0% |
| Admin fee / account holder | $1,594 | $17,692-91.0% | $16,305-90.2% | $12,624-87.4% |