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 | $166,024 | $127,386+30.3% | $115,037+44.3% | $125,391+32.4% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | -2.88% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $6,049 | $5,166+17.1% | $4,608+31.3% | $4,866+24.3% |
| Participant deferral / active EE | $14,881 | $6,423+131.7% | $6,026+146.9% | $5,352+178.1% |
| Admin fee / account holder | $1,646 | $9,516-82.7% | $8,175-79.9% | $9,540-82.7% |