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 | $174,447 | $95,416+82.8% | $185,823-6.1% | $85,850+103.2% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 11.81% | 23.59%-11.8pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,072 | $3,314-67.6% | $5,167-79.2% | $2,565-58.2% |
| Participant deferral / active EE | $5,581 | $3,423+63.0% | $5,568+0.2% | $3,952+41.2% |
| Admin fee / account holder | $14,259 | $7,213+97.7% | $16,237-12.2% | $6,260+127.8% |