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 | $130,399 | $93,571+39.4% | $135,903-4.0% | $75,163+73.5% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 18.36% | 30.90%-12.5pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,553 | $3,537-56.1% | $4,856-68.0% | $2,670-41.8% |
| Participant deferral / active EE | $10,417 | $6,404+62.7% | $7,758+34.3% | $4,125+152.5% |
| Admin fee / account holder | $2,532 | $6,975-63.7% | $10,762-76.5% | $5,651-55.2% |