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 | $133,886 | $238,490-43.9% | $180,183-25.7% | $142,382-6.0% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 18.82% | 33.56%-14.7pp | 27.86%-9.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,646 | $6,143-56.9% | $5,039-47.5% | $4,299-38.5% |
| Participant deferral / active EE | $10,237 | $7,996+28.0% | $6,822+50.0% | $6,507+57.3% |
| Admin fee / account holder | $915 | $28,866-96.8% | $19,975-95.4% | $12,624-92.8% |