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 | $127,255 | $177,572-28.3% | $154,803-17.8% | $142,382-10.6% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 18.95% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,612 | $4,810-45.7% | $4,305-39.3% | $4,299-39.3% |
| Participant deferral / active EE | $5,059 | $6,272-19.3% | $5,540-8.7% | $6,507-22.3% |
| Admin fee / account holder | $16,021 | $16,786-4.6% | $14,329+11.8% | $12,624+26.9% |