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 | $113,606 | $176,812-35.7% | $146,665-22.5% | $167,490-32.2% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 11.78% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,606 | $5,160-49.5% | $4,136-37.0% | $4,837-46.1% |
| Participant deferral / active EE | $7,706 | $6,440+19.7% | $5,506+40.0% | $6,341+21.5% |
| Admin fee / account holder | $2,125 | $13,259-84.0% | $10,280-79.3% | $12,309-82.7% |