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 | $137,386 | $149,734-8.2% | $118,925+15.5% | $158,922-13.6% |
| Participation rate | 88.2% | 82.1%+6.2pp | 75.4%+12.9pp | 82.0%+6.3pp |
| Annual return | 22.73% | 19.95%+2.8pp | 35.88%-13.2pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,821 | $4,115-55.7% | $3,263-44.2% | $4,761-61.7% |
| Participant deferral / active EE | $7,371 | $5,223+41.1% | $4,265+72.8% | $5,982+23.2% |
| Admin fee / account holder | $2,050 | $8,603-76.2% | $6,581-68.8% | $11,246-81.8% |