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 | $123,451 | $197,591-37.5% | $177,821-30.6% | $158,922-22.3% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.7%-5.1pp | 82.0%+0.7pp |
| Annual return | 12.89% | 58.76%-45.9pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,910 | $6,697-71.5% | $5,918-67.7% | $4,761-59.9% |
| Participant deferral / active EE | $8,549 | $8,405+1.7% | $7,714+10.8% | $5,982+42.9% |
| Admin fee / account holder | $2,658 | $15,399-82.7% | $12,427-78.6% | $11,246-76.4% |