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 | $166,331 | $123,793+34.4% | $177,821-6.5% | $79,858+108.3% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 11.42% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,407 | $4,095-41.2% | $5,918-59.3% | $2,471-2.6% |
| Participant deferral / active EE | $4,076 | $5,956-31.6% | $7,714-47.2% | $3,740+9.0% |
| Admin fee / account holder | $5,622 | $7,243-22.4% | $12,427-54.8% | $5,306+6.0% |