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 | $153,873 | $214,378-28.2% | $200,582-23.3% | $142,382+8.1% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 15.74% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,456 | $6,841-20.3% | $6,419-15.0% | $4,299+26.9% |
| Participant deferral / active EE | $15,608 | $9,865+58.2% | $9,331+67.3% | $6,507+139.9% |
| Admin fee / account holder | $1,129 | $17,692-93.6% | $16,305-93.1% | $12,624-91.1% |