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 | $147,984 | $214,378-31.0% | $200,582-26.2% | $142,382+3.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 19.35% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,692 | $6,841-46.0% | $6,419-42.5% | $4,299-14.1% |
| Participant deferral / active EE | $12,069 | $9,865+22.3% | $9,331+29.3% | $6,507+85.5% |
| Admin fee / account holder | $629 | $17,692-96.4% | $16,305-96.1% | $12,624-95.0% |