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 | $164,815 | $148,534+11.0% | $135,903+21.3% | $139,434+18.2% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 22.07% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,989 | $5,243-62.1% | $4,856-59.0% | $4,751-58.1% |
| Participant deferral / active EE | $4,592 | $8,100-43.3% | $7,758-40.8% | $6,710-31.6% |
| Admin fee / account holder | $743 | $12,400-94.0% | $10,762-93.1% | $11,403-93.5% |