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 | $166,008 | $110,257+50.6% | $96,544+72.0% | $139,434+19.1% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 18.53% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,397 | $3,620-33.8% | $2,965-19.1% | $4,751-49.5% |
| Participant deferral / active EE | $6,107 | $5,548+10.1% | $4,851+25.9% | $6,710-9.0% |
| Admin fee / account holder | $822 | $11,591-92.9% | $8,252-90.0% | $11,403-92.8% |