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 | $149,457 | $106,515+40.3% | $96,683+54.6% | $139,434+7.2% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 14.95% | 38.43%-23.5pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,569 | $4,103-37.4% | $3,737-31.3% | $4,751-45.9% |
| Participant deferral / active EE | $4,908 | $5,454-10.0% | $4,878+0.6% | $6,710-26.9% |
| Admin fee / account holder | $777 | $7,877-90.1% | $6,730-88.5% | $11,403-93.2% |