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 | $132,851 | $179,726-26.1% | $156,263-15.0% | $142,382-6.7% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 16.42% | 77.86%-61.4pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,292 | $5,069-74.5% | $4,333-70.2% | $4,299-69.9% |
| Participant deferral / active EE | $3,745 | $6,956-46.2% | $6,158-39.2% | $6,507-42.5% |
| Admin fee / account holder | $1,817 | $17,272-89.5% | $14,255-87.3% | $12,624-85.6% |