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 | $128,612 | $127,264+1.1% | $109,895+17.0% | $167,490-23.2% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.2%+3.1pp | 82.1%-4.8pp |
| Annual return | 19.26% | 22.97%-3.7pp | 29.45%-10.2pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,210 | $3,322-63.6% | $2,842-57.4% | $4,837-75.0% |
| Participant deferral / active EE | $2,843 | $4,514-37.0% | $4,048-29.8% | $6,341-55.2% |
| Admin fee / account holder | $5,323 | $7,114-25.2% | $6,066-12.2% | $12,309-56.8% |