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 | $142,545 | $106,515+33.8% | $96,683+47.4% | $139,434+2.2% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 14.81% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,228 | $4,103-45.7% | $3,737-40.4% | $4,751-53.1% |
| Participant deferral / active EE | $6,167 | $5,454+13.1% | $4,878+26.4% | $6,710-8.1% |
| Admin fee / account holder | $6,838 | $7,877-13.2% | $6,730+1.6% | $11,403-40.0% |