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 | $137,308 | $179,726-23.6% | $156,263-12.1% | $142,382-3.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.31% | 77.86%-63.5pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,089 | $5,069-58.8% | $4,333-51.8% | $4,299-51.4% |
| Participant deferral / active EE | $2,633 | $6,956-62.2% | $6,158-57.3% | $6,507-59.5% |
| Admin fee / account holder | $3,309 | $17,272-80.8% | $14,255-76.8% | $12,624-73.8% |