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 | $178,945 | $72,177+147.9% | $115,037+55.6% | $59,632+200.1% |
| Participation rate | 75.8% | 72.6%+3.2pp | 81.4%-5.6pp | 68.7%+7.1pp |
| Annual return | 1.18% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,989 | $2,841-30.0% | $4,608-56.8% | $2,203-9.7% |
| Participant deferral / active EE | $8,333 | $4,783+74.2% | $6,026+38.3% | $3,192+161.1% |
| Admin fee / account holder | $37,114 | $4,927+653.3% | $8,175+354.0% | $4,297+763.7% |