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 | $123,684 | $159,602-22.5% | $150,045-17.6% | $142,382-13.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,909 | $4,961-41.4% | $4,693-38.0% | $4,299-32.3% |
| Participant deferral / active EE | $8,332 | $8,310+0.3% | $7,997+4.2% | $6,507+28.0% |
| Admin fee / account holder | $4,512 | $14,846-69.6% | $13,435-66.4% | $12,624-64.3% |