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 | $136,528 | $165,335-17.4% | $149,696-8.8% | $158,922-14.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 12.18% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,568 | $5,103-30.1% | $4,644-23.2% | $4,761-25.1% |
| Participant deferral / active EE | $14,031 | $7,181+95.4% | $6,842+105.1% | $5,982+134.6% |
| Admin fee / account holder | $8,761 | $10,807-18.9% | $9,309-5.9% | $11,246-22.1% |