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 | $118,348 | $148,534-20.3% | $135,903-12.9% | $139,434-15.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 20.54% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,940 | $5,243-43.9% | $4,856-39.5% | $4,751-38.1% |
| Participant deferral / active EE | $9,088 | $8,100+12.2% | $7,758+17.1% | $6,710+35.4% |
| Admin fee / account holder | $10,964 | $12,400-11.6% | $10,762+1.9% | $11,403-3.8% |