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 | $145,580 | $185,822-21.7% | $169,993-14.4% | $139,434+4.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 17.64% | 60.50%-42.9pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,414 | $7,590-41.8% | $6,785-34.9% | $4,751-7.1% |
| Participant deferral / active EE | $9,415 | $11,622-19.0% | $10,408-9.5% | $6,710+40.3% |
| Admin fee / account holder | $3,282 | $15,381-78.7% | $12,815-74.4% | $11,403-71.2% |