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 | $127,774 | $227,396-43.8% | $442,409-71.1% | $116,875+9.3% |
| Participation rate | 84.6% | 85.7%-1.1pp | 88.0%-3.4pp | 74.5%+10.1pp |
| Annual return | 16.29% | 16.35%-0.1pp | 90.53%-74.2pp | 16.29%0pp |
| Employer contribution / active EE | $2,716 | $5,244-48.2% | $7,697-64.7% | $3,288-17.4% |
| Participant deferral / active EE | $4,748 | $7,352-35.4% | $7,555-37.2% | $3,885+22.2% |
| Admin fee / account holder | $3,889 | $16,310-76.2% | $51,603-92.5% | $12,263-68.3% |