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 | $129,165 | $176,812-26.9% | $146,665-11.9% | $167,490-22.9% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 13.15% | 24.03%-10.9pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,086 | $5,160-59.6% | $4,136-49.6% | $4,837-56.9% |
| Participant deferral / active EE | $5,372 | $6,440-16.6% | $5,506-2.4% | $6,341-15.3% |
| Admin fee / account holder | $4,053 | $13,259-69.4% | $10,280-60.6% | $12,309-67.1% |