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 | $133,947 | $201,272-33.4% | $184,203-27.3% | $145,922-8.2% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.7pp |
| Annual return | 13.63% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,489 | $7,022-64.5% | $6,427-61.3% | $4,660-46.6% |
| Participant deferral / active EE | $7,420 | $9,806-24.3% | $9,131-18.7% | $6,688+10.9% |
| Admin fee / account holder | $3,671 | $16,364-77.6% | $13,901-73.6% | $13,397-72.6% |