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 | $120,836 | $177,572-32.0% | $154,803-21.9% | $142,382-15.1% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 26.82% | 65.07%-38.2pp | 58.88%-32.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,075 | $4,810-56.9% | $4,305-51.8% | $4,299-51.7% |
| Participant deferral / active EE | $3,486 | $6,272-44.4% | $5,540-37.1% | $6,507-46.4% |
| Admin fee / account holder | $2,340 | $16,786-86.1% | $14,329-83.7% | $12,624-81.5% |