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 | $122,772 | $127,065-3.4% | $113,168+8.5% | $142,382-13.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 18.90% | 24.03%-5.1pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,340 | $3,442-32.0% | $2,975-21.4% | $4,299-45.6% |
| Participant deferral / active EE | $5,050 | $5,716-11.7% | $5,107-1.1% | $6,507-22.4% |
| Admin fee / account holder | $407 | $15,736-97.4% | $12,068-96.6% | $12,624-96.8% |