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 | $140,282 | $179,726-21.9% | $156,263-10.2% | $142,382-1.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 17.47% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,050 | $5,069-20.1% | $4,333-6.5% | $4,299-5.8% |
| Participant deferral / active EE | $12,498 | $6,956+79.7% | $6,158+103.0% | $6,507+92.1% |
| Admin fee / account holder | $868 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |