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 | $131,315 | $148,534-11.6% | $135,903-3.4% | $139,434-5.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 29.96% | 79.19%-49.2pp | 68.23%-38.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $4,840 | $5,243-7.7% | $4,856-0.3% | $4,751+1.9% |
| Participant deferral / active EE | $8,050 | $8,100-0.6% | $7,758+3.8% | $6,710+20.0% |
| Admin fee / account holder | $5,425 | $12,400-56.3% | $10,762-49.6% | $11,403-52.4% |