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 | $145,457 | $148,534-2.1% | $135,903+7.0% | $139,434+4.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 28.31% | 79.19%-50.9pp | 68.23%-39.9pp | 372.94%-344.6pp |
| Employer contribution / active EE | $3,415 | $5,243-34.9% | $4,856-29.7% | $4,751-28.1% |
| Participant deferral / active EE | $11,333 | $8,100+39.9% | $7,758+46.1% | $6,710+68.9% |
| Admin fee / account holder | $9,196 | $12,400-25.8% | $10,762-14.5% | $11,403-19.3% |