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 | $131,757 | $176,377-25.3% | $134,143-1.8% | $158,922-17.1% |
| Participation rate | 70.6% | 78.7%-8.1pp | 72.2%-1.6pp | 82.0%-11.4pp |
| Annual return | 19.36% | 63.63%-44.3pp | 36.33%-17.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,070 | $5,040-78.8% | $3,704-71.1% | $4,761-77.5% |
| Participant deferral / active EE | $4,843 | $4,091+18.4% | $3,499+38.4% | $5,982-19.0% |
| Admin fee / account holder | $811 | $8,718-90.7% | $6,684-87.9% | $11,246-92.8% |