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 | $133,402 | $99,918+33.5% | $81,382+63.9% | $145,922-8.6% |
| Participation rate | 70.8% | 74.2%-3.3pp | 69.5%+1.3pp | 80.3%-9.4pp |
| Annual return | 10.11% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,206 | $2,978-59.5% | $2,463-51.0% | $4,660-74.1% |
| Participant deferral / active EE | $3,656 | $4,605-20.6% | $3,883-5.8% | $6,688-45.3% |
| Admin fee / account holder | $17,225 | $8,212+109.8% | $5,768+198.6% | $13,397+28.6% |