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 | $132,985 | $165,335-19.6% | $149,696-11.2% | $158,922-16.3% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 16.28% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,937 | $5,103-62.0% | $4,644-58.3% | $4,761-59.3% |
| Participant deferral / active EE | $5,199 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $17,518 | $10,807+62.1% | $9,309+88.2% | $11,246+55.8% |