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 | $164,400 | $117,841+39.5% | $102,423+60.5% | $145,922+12.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.46% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,073 | $3,615-42.6% | $3,023-31.4% | $4,660-55.5% |
| Participant deferral / active EE | $3,998 | $5,731-30.2% | $5,053-20.9% | $6,688-40.2% |
| Admin fee / account holder | $774 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |