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 | $142,199 | $201,272-29.3% | $184,203-22.8% | $145,922-2.6% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 13.87% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,733 | $7,022-61.1% | $6,427-57.5% | $4,660-41.3% |
| Participant deferral / active EE | $7,361 | $9,806-24.9% | $9,131-19.4% | $6,688+10.1% |
| Admin fee / account holder | $2,791 | $16,364-82.9% | $13,901-79.9% | $13,397-79.2% |