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 | $133,747 | $103,376+29.4% | $87,100+53.6% | $152,861-12.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 24.69% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,410 | $3,220-56.2% | $2,521-44.1% | $4,762-70.4% |
| Participant deferral / active EE | $3,354 | $4,778-29.8% | $4,049-17.1% | $5,850-42.7% |
| Admin fee / account holder | $1,380 | $12,205-88.7% | $7,497-81.6% | $11,596-88.1% |