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 | $133,365 | $202,432-34.1% | $169,368-21.3% | $139,434-4.4% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 13.01% | 531.74%-518.7pp | 405.60%-392.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $22,587 | $6,938+225.6% | $6,221+263.1% | $6,710+236.6% |
| Admin fee / account holder | $5,406 | $10,708-49.5% | $9,003-40.0% | $11,403-52.6% |