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 | $122,220 | $228,332-46.5% | $185,823-34.2% | $158,922-23.1% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 16.65% | 40.80%-24.2pp | 35.95%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,454 | $4,967-50.6% | $4,087-40.0% | $4,761-48.5% |
| Participant deferral / active EE | $3,870 | $6,415-39.7% | $5,632-31.3% | $5,982-35.3% |
| Admin fee / account holder | $562 | $11,864-95.3% | $9,500-94.1% | $11,246-95.0% |