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 | $116,408 | $148,534-21.6% | $135,903-14.3% | $139,434-16.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 15.09% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,030 | $5,243-42.2% | $4,856-37.6% | $4,751-36.2% |
| Participant deferral / active EE | $9,018 | $8,100+11.3% | $7,758+16.2% | $6,710+34.4% |
| Admin fee / account holder | $1,055 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |