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 | $137,195 | $124,319+10.4% | $111,297+23.3% | $167,490-18.1% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.3%+9.4pp | 82.1%+4.6pp |
| Annual return | 15.09% | 37.44%-22.3pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,026 | $3,435-70.1% | $2,731-62.4% | $4,837-78.8% |
| Participant deferral / active EE | $2,280 | $5,180-56.0% | $4,487-49.2% | $6,341-64.0% |
| Admin fee / account holder | $23,359 | $10,618+120.0% | $7,964+193.3% | $12,309+89.8% |