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 | $120,774 | $179,726-32.8% | $156,263-22.7% | $142,382-15.2% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 15.31% | 77.86%-62.5pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $18,338 | $5,069+261.7% | $4,333+323.2% | $4,299+326.5% |
| Participant deferral / active EE | $4,243 | $6,956-39.0% | $6,158-31.1% | $6,507-34.8% |
| Admin fee / account holder | $8,800 | $17,272-49.1% | $14,255-38.3% | $12,624-30.3% |