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 | $161,584 | $177,572-9.0% | $154,803+4.4% | $142,382+13.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 28.31% | 65.07%-36.8pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,113 | $4,810-76.9% | $4,305-74.1% | $4,299-74.1% |
| Participant deferral / active EE | $7,639 | $6,272+21.8% | $5,540+37.9% | $6,507+17.4% |
| Admin fee / account holder | $3,988 | $16,786-76.2% | $14,329-72.2% | $12,624-68.4% |