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 | $126,873 | $148,534-14.6% | $135,903-6.6% | $139,434-9.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.65% | 79.19%-55.5pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,635 | $5,243-49.7% | $4,856-45.7% | $4,751-44.5% |
| Participant deferral / active EE | $11,363 | $8,100+40.3% | $7,758+46.5% | $6,710+69.3% |
| Admin fee / account holder | $6,023 | $12,400-51.4% | $10,762-44.0% | $11,403-47.2% |