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 7-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 | $142,079 | $176,056-19.3% | $159,436-10.9% | $167,490-15.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 11.12% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,209 | $5,297-39.4% | $4,829-33.6% | $4,837-33.7% |
| Participant deferral / active EE | $5,554 | $7,750-28.3% | $7,352-24.5% | $6,341-12.4% |
| Admin fee / account holder | $1,671 | $12,554-86.7% | $10,799-84.5% | $12,309-86.4% |