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 | $151,316 | $103,376+46.4% | $87,100+73.7% | $152,861-1.0% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 11.84% | 28.10%-16.3pp | 28.19%-16.4pp | 345.32%-333.5pp |
| Employer contribution / active EE | $1,062 | $3,220-67.0% | $2,521-57.9% | $4,762-77.7% |
| Participant deferral / active EE | $6,685 | $4,778+39.9% | $4,049+65.1% | $5,850+14.3% |
| Admin fee / account holder | $4,460 | $12,205-63.5% | $7,497-40.5% | $11,596-61.5% |