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 | $169,657 | $162,781+4.2% | $133,956+26.7% | $158,922+6.8% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 9.75% | 41.94%-32.2pp | 45.09%-35.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,082 | $4,975-58.2% | $3,919-46.9% | $4,761-56.3% |
| Participant deferral / active EE | $5,054 | $5,911-14.5% | $5,048+0.1% | $5,982-15.5% |
| Admin fee / account holder | $4,432 | $11,736-62.2% | $8,927-50.4% | $11,246-60.6% |