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 | $185,450 | $179,726+3.2% | $156,263+18.7% | $142,382+30.2% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 13.60% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,791 | $5,069-64.7% | $4,333-58.7% | $4,299-58.3% |
| Participant deferral / active EE | $2,836 | $6,956-59.2% | $6,158-54.0% | $6,507-56.4% |
| Admin fee / account holder | $9,245 | $17,272-46.5% | $14,255-35.1% | $12,624-26.8% |