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 | $127,007 | $111,754+13.6% | $103,333+22.9% | $145,922-13.0% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,444 | $4,212-42.0% | $3,868-36.8% | $4,660-47.5% |
| Participant deferral / active EE | $4,312 | $5,619-23.3% | $5,057-14.7% | $6,688-35.5% |
| Admin fee / account holder | $971 | $9,750-90.0% | $8,355-88.4% | $13,397-92.8% |