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 | $129,290 | $173,345-25.4% | $136,007-4.9% | $145,922-11.4% |
| Participation rate | 80.0% | 80.5%-0.5pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.51% | 1163.32%-1152.8pp | 579.32%-568.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,527 | $5,278-33.2% | $4,217-16.3% | $4,660-24.3% |
| Participant deferral / active EE | $7,458 | $8,699-14.3% | $7,025+6.2% | $6,688+11.5% |
| Admin fee / account holder | $903 | $9,954-90.9% | $6,858-86.8% | $13,397-93.3% |