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 | $161,422 | $103,376+56.1% | $87,100+85.3% | $152,861+5.6% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 22.56% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,560 | $3,220-20.5% | $2,521+1.5% | $4,762-46.2% |
| Participant deferral / active EE | $5,814 | $4,778+21.7% | $4,049+43.6% | $5,850-0.6% |
| Admin fee / account holder | $990 | $12,205-91.9% | $7,497-86.8% | $11,596-91.5% |