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 | $135,128 | $157,256-14.1% | $141,162-4.3% | $152,861-11.6% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 23.10% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,660 | $5,261-30.4% | $4,735-22.7% | $4,762-23.2% |
| Participant deferral / active EE | $9,019 | $7,109+26.9% | $6,709+34.4% | $5,850+54.2% |
| Admin fee / account holder | $1,327 | $12,120-89.1% | $10,261-87.1% | $11,596-88.6% |