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 | $139,641 | $201,272-30.6% | $184,203-24.2% | $145,922-4.3% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 11.72% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,607 | $7,022-34.4% | $6,427-28.3% | $4,660-1.1% |
| Participant deferral / active EE | $9,452 | $9,806-3.6% | $9,131+3.5% | $6,688+41.3% |
| Admin fee / account holder | $11,477 | $16,364-29.9% | $13,901-17.4% | $13,397-14.3% |