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 | $154,614 | $214,378-27.9% | $200,582-22.9% | $142,382+8.6% |
| Participation rate | 82.6% | 87.4%-4.8pp | 86.9%-4.3pp | 80.1%+2.5pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,113 | $6,841-54.5% | $6,419-51.5% | $4,299-27.6% |
| Participant deferral / active EE | $7,775 | $9,865-21.2% | $9,331-16.7% | $6,507+19.5% |
| Admin fee / account holder | $1,250 | $17,692-92.9% | $16,305-92.3% | $12,624-90.1% |