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 | $142,005 | $127,777+11.1% | $106,548+33.3% | $167,490-15.2% |
| Participation rate | 95.7% | 78.3%+17.4pp | 76.1%+19.5pp | 82.1%+13.5pp |
| Annual return | 16.12% | 33.87%-17.8pp | 26.80%-10.7pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,174 | $3,427-36.6% | $2,819-22.9% | $4,837-55.1% |
| Participant deferral / active EE | $3,804 | $5,087-25.2% | $4,398-13.5% | $6,341-40.0% |
| Admin fee / account holder | $386 | $11,228-96.6% | $7,407-94.8% | $12,309-96.9% |