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 | $127,412 | $154,117-17.3% | $129,995-2.0% | $139,434-8.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 17.90% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,506 | $5,289-52.6% | $4,320-42.0% | $4,751-47.2% |
| Participant deferral / active EE | $4,409 | $6,710-34.3% | $5,820-24.3% | $6,710-34.3% |
| Admin fee / account holder | $2,784 | $14,007-80.1% | $10,614-73.8% | $11,403-75.6% |