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 | $153,926 | $135,952+13.2% | $123,892+24.2% | $273,961-43.8% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 8.06% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,786 | $5,170-65.5% | $4,617-61.3% | $4,869-63.3% |
| Participant deferral / active EE | $7,403 | $6,343+16.7% | $5,984+23.7% | $5,287+40.0% |
| Admin fee / account holder | $2,002 | $9,817-79.6% | $8,357-76.0% | $10,132-80.2% |