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 | $123,999 | $149,734-17.2% | $118,925+4.3% | $158,922-22.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 10.66% | 19.95%-9.3pp | 35.88%-25.2pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,913 | $4,115-4.9% | $3,263+19.9% | $4,761-17.8% |
| Participant deferral / active EE | $6,502 | $5,223+24.5% | $4,265+52.5% | $5,982+8.7% |
| Admin fee / account holder | $3,124 | $8,603-63.7% | $6,581-52.5% | $11,246-72.2% |