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 | $134,234 | $152,587-12.0% | $125,175+7.2% | $152,861-12.2% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 17.79% | 54.84%-37.0pp | 43.79%-26.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,027 | $4,946-59.0% | $3,865-47.6% | $4,762-57.4% |
| Participant deferral / active EE | $7,012 | $5,868+19.5% | $4,937+42.0% | $5,850+19.9% |
| Admin fee / account holder | $1,612 | $13,434-88.0% | $9,702-83.4% | $11,596-86.1% |