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 | $139,549 | $165,335-15.6% | $149,696-6.8% | $158,922-12.2% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 14.78% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,058 | $5,103-40.1% | $4,644-34.2% | $4,761-35.8% |
| Participant deferral / active EE | $6,318 | $7,181-12.0% | $6,842-7.7% | $5,982+5.6% |
| Admin fee / account holder | $735 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |