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 | $137,370 | $106,515+29.0% | $96,683+42.1% | $139,434-1.5% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 15.50% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,333 | $4,103-67.5% | $3,737-64.3% | $4,751-71.9% |
| Participant deferral / active EE | $3,488 | $5,454-36.0% | $4,878-28.5% | $6,710-48.0% |
| Admin fee / account holder | $15,139 | $7,877+92.2% | $6,730+125.0% | $11,403+32.8% |