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 | $192,351 | $140,940+36.5% | $112,229+71.4% | $139,434+38.0% |
| Participation rate | 73.7% | 79.2%-5.5pp | 72.4%+1.3pp | 80.3%-6.6pp |
| Annual return | 12.83% | 32.71%-19.9pp | 30.20%-17.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,324 | $4,283+1.0% | $3,430+26.1% | $4,751-9.0% |
| Participant deferral / active EE | $3,452 | $5,874-41.2% | $4,798-28.1% | $6,710-48.6% |
| Admin fee / account holder | $824 | $9,954-91.7% | $7,748-89.4% | $11,403-92.8% |