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 | $120,591 | $124,319-3.0% | $111,297+8.3% | $167,490-28.0% |
| Participation rate | 82.6% | 79.6%+3.0pp | 77.3%+5.3pp | 82.1%+0.5pp |
| Annual return | 16.37% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,072 | $3,435-68.8% | $2,731-60.8% | $4,837-77.8% |
| Participant deferral / active EE | $3,158 | $5,180-39.0% | $4,487-29.6% | $6,341-50.2% |
| Admin fee / account holder | $4,387 | $10,618-58.7% | $7,964-44.9% | $12,309-64.4% |