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 | $179,503 | $106,515+68.5% | $96,683+85.7% | $139,434+28.7% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 14.38% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,886 | $4,103-29.7% | $3,737-22.8% | $4,751-39.3% |
| Participant deferral / active EE | $6,860 | $5,454+25.8% | $4,878+40.6% | $6,710+2.2% |
| Admin fee / account holder | $575 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |