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 | $163,703 | $111,754+46.5% | $103,333+58.4% | $145,922+12.2% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 11.94% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,799 | $4,212-9.8% | $3,868-1.8% | $4,660-18.5% |
| Participant deferral / active EE | $6,637 | $5,619+18.1% | $5,057+31.2% | $6,688-0.8% |
| Admin fee / account holder | $1,579 | $9,750-83.8% | $8,355-81.1% | $13,397-88.2% |