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 | $120,870 | $177,572-31.9% | $154,803-21.9% | $142,382-15.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 22.46% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,189 | $4,810-54.5% | $4,305-49.2% | $4,299-49.1% |
| Participant deferral / active EE | $5,483 | $6,272-12.6% | $5,540-1.0% | $6,507-15.7% |
| Admin fee / account holder | $3,126 | $16,786-81.4% | $14,329-78.2% | $12,624-75.2% |