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 | $113,599 | $152,587-25.6% | $125,175-9.2% | $152,861-25.7% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 13.81% | 54.84%-41.0pp | 43.79%-30.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $3,464 | $4,946-30.0% | $3,865-10.4% | $4,762-27.3% |
| Participant deferral / active EE | $7,022 | $5,868+19.7% | $4,937+42.2% | $5,850+20.0% |
| Admin fee / account holder | $716 | $13,434-94.7% | $9,702-92.6% | $11,596-93.8% |