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 | $128,570 | $116,175+10.7% | $93,606+37.4% | $152,861-15.9% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 14.00% | 35.96%-22.0pp | 32.76%-18.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $952 | $3,218-70.4% | $2,718-65.0% | $4,762-80.0% |
| Participant deferral / active EE | $3,048 | $4,603-33.8% | $4,069-25.1% | $5,850-47.9% |
| Admin fee / account holder | $5,069 | $10,748-52.8% | $7,888-35.7% | $11,596-56.3% |