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 | $131,728 | $159,602-17.5% | $150,045-12.2% | $142,382-7.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 13.90% | 70.24%-56.3pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,619 | $4,961-27.1% | $4,693-22.9% | $4,299-15.8% |
| Participant deferral / active EE | $6,570 | $8,310-20.9% | $7,997-17.8% | $6,507+1.0% |
| Admin fee / account holder | $1,595 | $14,846-89.3% | $13,435-88.1% | $12,624-87.4% |