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 | $143,436 | $228,332-37.2% | $185,823-22.8% | $158,922-9.7% |
| Participation rate | 86.4% | 82.3%+4.1pp | 78.0%+8.3pp | 82.0%+4.4pp |
| Annual return | 19.63% | 40.80%-21.2pp | 35.95%-16.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $891 | $4,967-82.1% | $4,087-78.2% | $4,761-81.3% |
| Participant deferral / active EE | $3,309 | $6,415-48.4% | $5,632-41.2% | $5,982-44.7% |
| Admin fee / account holder | $2,726 | $11,864-77.0% | $9,500-71.3% | $11,246-75.8% |