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 | $131,304 | $140,588-6.6% | $123,104+6.7% | $125,391+4.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | 2.74% | 16.80%-14.1pp | 13.22%-10.5pp | 282.22%-279.5pp |
| Employer contribution / active EE | $3,359 | $6,041-44.4% | $5,151-34.8% | $4,866-31.0% |
| Participant deferral / active EE | $5,252 | $6,980-24.8% | $6,230-15.7% | $5,352-1.9% |
| Admin fee / account holder | $2,556 | $11,198-77.2% | $9,015-71.6% | $9,540-73.2% |