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 | $111,159 | $162,781-31.7% | $133,956-17.0% | $158,922-30.1% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 12.30% | 41.94%-29.6pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,087 | $4,975-58.1% | $3,919-46.7% | $4,761-56.2% |
| Participant deferral / active EE | $5,629 | $5,911-4.8% | $5,048+11.5% | $5,982-5.9% |
| Admin fee / account holder | $445 | $11,736-96.2% | $8,927-95.0% | $11,246-96.0% |