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 | $141,693 | $127,777+10.9% | $106,548+33.0% | $167,490-15.4% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 12.30% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $966 | $3,427-71.8% | $2,819-65.7% | $4,837-80.0% |
| Participant deferral / active EE | $3,879 | $5,087-23.8% | $4,398-11.8% | $6,341-38.8% |
| Admin fee / account holder | $1,670 | $11,228-85.1% | $7,407-77.5% | $12,309-86.4% |