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 | $124,243 | $197,591-37.1% | $177,821-30.1% | $158,922-21.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 17.05% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,495 | $6,697-62.7% | $5,918-57.8% | $4,761-47.6% |
| Participant deferral / active EE | $6,918 | $8,405-17.7% | $7,714-10.3% | $5,982+15.6% |
| Admin fee / account holder | $2,994 | $15,399-80.6% | $12,427-75.9% | $11,246-73.4% |