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 | $111,428 | $179,726-38.0% | $156,263-28.7% | $142,382-21.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 17.62% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,076 | $5,069-39.3% | $4,333-29.0% | $4,299-28.5% |
| Participant deferral / active EE | $10,282 | $6,956+47.8% | $6,158+67.0% | $6,507+58.0% |
| Admin fee / account holder | $3,058 | $17,272-82.3% | $14,255-78.6% | $12,624-75.8% |