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 | $156,577 | $140,940+11.1% | $112,229+39.5% | $139,434+12.3% |
| Participation rate | 84.6% | 79.2%+5.4pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 19.20% | 32.71%-13.5pp | 30.20%-11.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,448 | $5,874+128.9% | $4,798+180.3% | $6,710+100.4% |
| Admin fee / account holder | $14,704 | $9,954+47.7% | $7,748+89.8% | $11,403+29.0% |