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 | $139,191 | $197,591-29.6% | $177,821-21.7% | $158,922-12.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 20.58% | 58.76%-38.2pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,692 | $6,697-74.7% | $5,918-71.4% | $4,761-64.5% |
| Participant deferral / active EE | $8,345 | $8,405-0.7% | $7,714+8.2% | $5,982+39.5% |
| Admin fee / account holder | $311 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |