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 | $164,685 | $177,572-7.3% | $154,803+6.4% | $142,382+15.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.70% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,558 | $4,810-46.8% | $4,305-40.6% | $4,299-40.5% |
| Participant deferral / active EE | $4,334 | $6,272-30.9% | $5,540-21.8% | $6,507-33.4% |
| Admin fee / account holder | $1,684 | $16,786-90.0% | $14,329-88.3% | $12,624-86.7% |