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 | $128,151 | $94,752+35.2% | $112,887+13.5% | $139,434-8.1% |
| Participation rate | 71.4% | 81.3%-9.8pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 17.02% | 40.88%-23.9pp | 34.10%-17.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,267 | $4,625-29.4% | $4,563-28.4% | $4,751-31.2% |
| Participant deferral / active EE | $7,801 | $6,512+19.8% | $6,513+19.8% | $6,710+16.3% |
| Admin fee / account holder | $1,792 | $8,527-79.0% | $7,047-74.6% | $11,403-84.3% |