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 | $107,986 | $179,726-39.9% | $156,263-30.9% | $142,382-24.2% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 15.02% | 77.86%-62.8pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,531 | $5,069-69.8% | $4,333-64.7% | $4,299-64.4% |
| Participant deferral / active EE | $7,651 | $6,956+10.0% | $6,158+24.2% | $6,507+17.6% |
| Admin fee / account holder | $1,633 | $17,272-90.5% | $14,255-88.5% | $12,624-87.1% |