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 | $170,526 | $228,332-25.3% | $185,823-8.2% | $158,922+7.3% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 17.60% | 40.80%-23.2pp | 35.95%-18.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,122 | $4,967-37.1% | $4,087-23.6% | $4,761-34.4% |
| Participant deferral / active EE | $9,104 | $6,415+41.9% | $5,632+61.7% | $5,982+52.2% |
| Admin fee / account holder | $7,601 | $11,864-35.9% | $9,500-20.0% | $11,246-32.4% |