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 | $125,396 | $228,332-45.1% | $185,823-32.5% | $158,922-21.1% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 19.43% | 40.80%-21.4pp | 35.95%-16.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,128 | $4,967-16.9% | $4,087+1.0% | $4,761-13.3% |
| Participant deferral / active EE | $13,047 | $6,415+103.4% | $5,632+131.7% | $5,982+118.1% |
| Admin fee / account holder | $396 | $11,864-96.7% | $9,500-95.8% | $11,246-96.5% |