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 | $173,721 | $210,408-17.4% | $153,485+13.2% | $145,922+19.1% |
| Participation rate | 87.0% | 82.1%+4.8pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 13.21% | 13.37%-0.2pp | 15.65%-2.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,990 | $6,048-67.1% | $5,039-60.5% | $4,660-57.3% |
| Participant deferral / active EE | $12,439 | $7,975+56.0% | $6,757+84.1% | $6,688+86.0% |
| Admin fee / account holder | $700 | $19,419-96.4% | $12,724-94.5% | $13,397-94.8% |