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 | $134,744 | $176,812-23.8% | $146,665-8.1% | $167,490-19.6% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 16.95% | 24.03%-7.1pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,768 | $5,160-46.4% | $4,136-33.1% | $4,837-42.8% |
| Participant deferral / active EE | $8,065 | $6,440+25.2% | $5,506+46.5% | $6,341+27.2% |
| Admin fee / account holder | $13,053 | $13,259-1.6% | $10,280+27.0% | $12,309+6.0% |