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 | $128,913 | $101,069+27.5% | $81,478+58.2% | $147,584-12.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 13.76% | 32.40%-18.6pp | 38.78%-25.0pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,920 | $3,205-40.1% | $2,568-25.2% | $4,876-60.6% |
| Participant deferral / active EE | $4,736 | $4,242+11.7% | $3,537+33.9% | $5,439-12.9% |
| Admin fee / account holder | $7,688 | $5,812+32.3% | $4,561+68.5% | $10,885-29.4% |