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 | $125,084 | $162,781-23.2% | $133,956-6.6% | $158,922-21.3% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 11.27% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,155 | $4,975-76.8% | $3,919-70.5% | $4,761-75.7% |
| Participant deferral / active EE | $6,226 | $5,911+5.3% | $5,048+23.4% | $5,982+4.1% |
| Admin fee / account holder | $3,047 | $11,736-74.0% | $8,927-65.9% | $11,246-72.9% |