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 | $117,766 | $124,319-5.3% | $111,297+5.8% | $167,490-29.7% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 13.20% | 37.44%-24.2pp | 54.65%-41.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,064 | $3,435-39.9% | $2,731-24.4% | $4,837-57.3% |
| Participant deferral / active EE | $3,590 | $5,180-30.7% | $4,487-20.0% | $6,341-43.4% |
| Admin fee / account holder | $12,754 | $10,618+20.1% | $7,964+60.2% | $12,309+3.6% |