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 | $130,082 | $148,534-12.4% | $135,903-4.3% | $139,434-6.7% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 18.10% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,357 | $5,243-36.0% | $4,856-30.9% | $4,751-29.3% |
| Participant deferral / active EE | $8,709 | $8,100+7.5% | $7,758+12.3% | $6,710+29.8% |
| Admin fee / account holder | $3,314 | $12,400-73.3% | $10,762-69.2% | $11,403-70.9% |