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 | $128,158 | $148,534-13.7% | $135,903-5.7% | $139,434-8.1% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 16.37% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,914 | $5,243-44.4% | $4,856-40.0% | $4,751-38.7% |
| Participant deferral / active EE | $5,576 | $8,100-31.2% | $7,758-28.1% | $6,710-16.9% |
| Admin fee / account holder | $3,705 | $12,400-70.1% | $10,762-65.6% | $11,403-67.5% |