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 | $125,083 | $127,386-1.8% | $115,037+8.7% | $125,391-0.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.79% | 31.28%-30.5pp | 26.14%-25.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,944 | $5,166-62.4% | $4,608-57.8% | $4,866-60.0% |
| Participant deferral / active EE | $5,177 | $6,423-19.4% | $6,026-14.1% | $5,352-3.3% |
| Admin fee / account holder | $26,100 | $9,516+174.3% | $8,175+219.3% | $9,540+173.6% |