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 | $149,376 | $106,515+40.2% | $96,683+54.5% | $139,434+7.1% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | 18.40% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,110 | $4,103+24.5% | $3,737+36.7% | $4,751+7.6% |
| Participant deferral / active EE | $6,904 | $5,454+26.6% | $4,878+41.5% | $6,710+2.9% |
| Admin fee / account holder | $7,803 | $7,877-0.9% | $6,730+16.0% | $11,403-31.6% |