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 | $163,523 | $179,726-9.0% | $156,263+4.6% | $142,382+14.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 15.13% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,991 | $5,069-60.7% | $4,333-54.1% | $4,299-53.7% |
| Participant deferral / active EE | $10,652 | $6,956+53.1% | $6,158+73.0% | $6,507+63.7% |
| Admin fee / account holder | $4,275 | $17,272-75.3% | $14,255-70.0% | $12,624-66.1% |