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 | $175,488 | $135,952+29.1% | $123,892+41.6% | $273,961-35.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.44% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,276 | $5,170-56.0% | $4,617-50.7% | $4,869-53.3% |
| Participant deferral / active EE | $7,311 | $6,343+15.3% | $5,984+22.2% | $5,287+38.3% |
| Admin fee / account holder | $716 | $9,817-92.7% | $8,357-91.4% | $10,132-92.9% |