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 | $121,247 | $148,534-18.4% | $135,903-10.8% | $139,434-13.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 17.61% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,687 | $5,243-48.8% | $4,856-44.7% | $4,751-43.4% |
| Participant deferral / active EE | $11,661 | $8,100+44.0% | $7,758+50.3% | $6,710+73.8% |
| Admin fee / account holder | $2,825 | $12,400-77.2% | $10,762-73.8% | $11,403-75.2% |