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 | $114,778 | $115,882-1.0% | $100,516+14.2% | $158,922-27.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 12.64% | 34.79%-22.1pp | 30.89%-18.2pp | 302.83%-290.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,687 | $6,674+0.2% | $6,270+6.6% | $5,982+11.8% |
| Admin fee / account holder | $3,790 | $10,995-65.5% | $8,081-53.1% | $11,246-66.3% |