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 | $163,969 | $210,408-22.1% | $153,485+6.8% | $145,922+12.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 14.47% | 13.37%+1.1pp | 15.65%-1.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,054 | $6,048-49.5% | $5,039-39.4% | $4,660-34.4% |
| Participant deferral / active EE | $4,348 | $7,975-45.5% | $6,757-35.7% | $6,688-35.0% |
| Admin fee / account holder | $4,065 | $19,419-79.1% | $12,724-68.1% | $13,397-69.7% |