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 | $167,451 | $162,781+2.9% | $133,956+25.0% | $158,922+5.4% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 15.70% | 41.94%-26.2pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,131 | $4,975-57.2% | $3,919-45.6% | $4,761-55.2% |
| Participant deferral / active EE | $7,080 | $5,911+19.8% | $5,048+40.3% | $5,982+18.4% |
| Admin fee / account holder | $1,307 | $11,736-88.9% | $8,927-85.4% | $11,246-88.4% |