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 | $140,707 | $198,466-29.1% | $170,442-17.4% | $147,584-4.7% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 14.91% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,365 | $6,184-61.7% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $6,547 | $5,629+16.3% | $4,939+32.6% | $5,439+20.4% |
| Admin fee / account holder | $6,875 | $16,852-59.2% | $13,880-50.5% | $10,885-36.8% |