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 | $126,471 | $148,978-15.1% | $200,582-36.9% | $84,808+49.1% |
| Participation rate | 72.1% | 84.2%-12.1pp | 86.9%-14.8pp | 68.3%+3.8pp |
| Annual return | 16.13% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,328 | $7,142+86.6% | $9,331+42.8% | $4,212+216.5% |
| Admin fee / account holder | $10,671 | $13,977-23.7% | $16,305-34.6% | $7,344+45.3% |