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 | $120,181 | $179,726-33.1% | $156,263-23.1% | $142,382-15.6% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 10.58% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,133 | $5,069-77.6% | $4,333-73.9% | $4,299-73.6% |
| Participant deferral / active EE | $2,201 | $6,956-68.4% | $6,158-64.3% | $6,507-66.2% |
| Admin fee / account holder | $4,745 | $17,272-72.5% | $14,255-66.7% | $12,624-62.4% |