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 | $136,011 | $91,190+49.2% | $178,490-23.8% | $79,858+70.3% |
| Participation rate | 74.0% | 69.2%+4.8pp | 81.9%-7.9pp | 69.6%+4.4pp |
| Annual return | 20.31% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,941 | $3,256-40.4% | $5,011-61.3% | $2,471-21.5% |
| Participant deferral / active EE | $3,499 | $3,236+8.1% | $5,202-32.7% | $3,740-6.5% |
| Admin fee / account holder | $3,515 | $6,751-47.9% | $13,984-74.9% | $5,306-33.7% |