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 | $146,152 | $228,332-36.0% | $185,823-21.3% | $158,922-8.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 14.13% | 40.80%-26.7pp | 35.95%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,843 | $4,967-62.9% | $4,087-54.9% | $4,761-61.3% |
| Participant deferral / active EE | $3,742 | $6,415-41.7% | $5,632-33.6% | $5,982-37.4% |
| Admin fee / account holder | $5,580 | $11,864-53.0% | $9,500-41.3% | $11,246-50.4% |