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 | $126,599 | $176,377-28.2% | $134,143-5.6% | $158,922-20.3% |
| Participation rate | 92.9% | 78.7%+14.2pp | 72.2%+20.7pp | 82.0%+10.9pp |
| Annual return | 23.44% | 63.63%-40.2pp | 36.33%-12.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $4,431 | $5,040-12.1% | $3,704+19.6% | $4,761-6.9% |
| Participant deferral / active EE | $6,482 | $4,091+58.4% | $3,499+85.3% | $5,982+8.4% |
| Admin fee / account holder | $5,159 | $8,718-40.8% | $6,684-22.8% | $11,246-54.1% |