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 | $133,287 | $157,256-15.2% | $141,162-5.6% | $152,861-12.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 24.30% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,279 | $5,261-18.7% | $4,735-9.6% | $4,762-10.1% |
| Participant deferral / active EE | $7,802 | $7,109+9.7% | $6,709+16.3% | $5,850+33.4% |
| Admin fee / account holder | $6,522 | $12,120-46.2% | $10,261-36.4% | $11,596-43.8% |