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 | $120,159 | $148,534-19.1% | $135,903-11.6% | $139,434-13.8% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 14.42% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,322 | $5,243-55.7% | $4,856-52.2% | $4,751-51.1% |
| Participant deferral / active EE | $8,292 | $8,100+2.4% | $7,758+6.9% | $6,710+23.6% |
| Admin fee / account holder | $5,631 | $12,400-54.6% | $10,762-47.7% | $11,403-50.6% |