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 | $119,351 | $238,490-50.0% | $180,183-33.8% | $142,382-16.2% |
| Participation rate | 72.2% | 82.3%-10.0pp | 77.4%-5.2pp | 80.1%-7.9pp |
| Annual return | 14.23% | 33.56%-19.3pp | 27.86%-13.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,321 | $6,143-62.2% | $5,039-53.9% | $4,299-46.0% |
| Participant deferral / active EE | $7,387 | $7,996-7.6% | $6,822+8.3% | $6,507+13.5% |
| Admin fee / account holder | $4,881 | $28,866-83.1% | $19,975-75.6% | $12,624-61.3% |