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 | $120,736 | $157,256-23.2% | $141,162-14.5% | $152,861-21.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 26.57% | 64.32%-37.8pp | 71.39%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,692 | $5,261-67.8% | $4,735-64.3% | $4,762-64.5% |
| Participant deferral / active EE | $4,268 | $7,109-40.0% | $6,709-36.4% | $5,850-27.0% |
| Admin fee / account holder | $136,387 | $12,120+1025.3% | $10,261+1229.2% | $11,596+1076.1% |