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 | $128,476 | $179,726-28.5% | $156,263-17.8% | $142,382-9.8% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 13.51% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,246 | $5,069-55.7% | $4,333-48.2% | $4,299-47.8% |
| Participant deferral / active EE | $4,342 | $6,956-37.6% | $6,158-29.5% | $6,507-33.3% |
| Admin fee / account holder | $14,403 | $17,272-16.6% | $14,255+1.0% | $12,624+14.1% |