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 | $124,950 | $152,587-18.1% | $125,175-0.2% | $152,861-18.3% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 21.96% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,974 | $4,946-39.9% | $3,865-23.1% | $4,762-37.6% |
| Participant deferral / active EE | $4,640 | $5,868-20.9% | $4,937-6.0% | $5,850-20.7% |
| Admin fee / account holder | $3,145 | $13,434-76.6% | $9,702-67.6% | $11,596-72.9% |