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 | $120,020 | $115,882+3.6% | $100,516+19.4% | $158,922-24.5% |
| Participation rate | 81.3% | 81.6%-0.3pp | 79.4%+1.8pp | 82.0%-0.7pp |
| Annual return | 22.24% | 34.79%-12.6pp | 30.89%-8.6pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,675 | $4,103-59.2% | $3,418-51.0% | $4,761-64.8% |
| Participant deferral / active EE | $3,382 | $6,674-49.3% | $6,270-46.1% | $5,982-43.5% |
| Admin fee / account holder | $2,143 | $10,995-80.5% | $8,081-73.5% | $11,246-80.9% |