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 | $130,436 | $127,777+2.1% | $106,548+22.4% | $167,490-22.1% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 8.44% | 33.87%-25.4pp | 26.80%-18.4pp | 478.56%-470.1pp |
| Employer contribution / active EE | $693 | $3,427-79.8% | $2,819-75.4% | $4,837-85.7% |
| Participant deferral / active EE | $4,630 | $5,087-9.0% | $4,398+5.3% | $6,341-27.0% |
| Admin fee / account holder | $6,319 | $11,228-43.7% | $7,407-14.7% | $12,309-48.7% |