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 | $130,828 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 19.10% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,492 | $6,841-49.0% | $6,419-45.6% | $4,299-18.8% |
| Participant deferral / active EE | $7,573 | $9,865-23.2% | $9,331-18.8% | $6,507+16.4% |
| Admin fee / account holder | $1,115 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |