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 | $136,213 | $118,450+15.0% | $98,439+38.4% | $139,434-2.3% |
| Participation rate | 87.0% | 77.4%+9.5pp | 75.2%+11.8pp | 80.3%+6.6pp |
| Annual return | 11.72% | 18.94%-7.2pp | 21.16%-9.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,282 | $5,392-20.6% | $4,738-9.6% | $6,710-36.2% |
| Admin fee / account holder | $2,258 | $14,026-83.9% | $8,948-74.8% | $11,403-80.2% |