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 | $137,793 | $179,726-23.3% | $156,263-11.8% | $142,382-3.2% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 15.92% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,353 | $5,069-14.1% | $4,333+0.5% | $4,299+1.3% |
| Participant deferral / active EE | $9,427 | $6,956+35.5% | $6,158+53.1% | $6,507+44.9% |
| Admin fee / account holder | $635 | $17,272-96.3% | $14,255-95.5% | $12,624-95.0% |