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 | $173,922 | $227,553-23.6% | $189,557-8.2% | $167,490+3.8% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 27.53% | 78.40%-50.9pp | 64.17%-36.6pp | 478.56%-451.0pp |
| Employer contribution / active EE | $2,438 | $5,316-54.1% | $4,412-44.7% | $4,837-49.6% |
| Participant deferral / active EE | $4,809 | $7,002-31.3% | $6,174-22.1% | $6,341-24.2% |
| Admin fee / account holder | $2,140 | $11,878-82.0% | $9,807-78.2% | $12,309-82.6% |