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 | $121,344 | $185,822-34.7% | $169,993-28.6% | $139,434-13.0% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 16.67% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,009 | $7,590-60.4% | $6,785-55.7% | $4,751-36.7% |
| Participant deferral / active EE | $7,077 | $11,622-39.1% | $10,408-32.0% | $6,710+5.5% |
| Admin fee / account holder | $321 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |