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 | $169,315 | $176,812-4.2% | $146,665+15.4% | $167,490+1.1% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 21.55% | 24.03%-2.5pp | 22.74%-1.2pp | 478.56%-457.0pp |
| Employer contribution / active EE | $2,482 | $5,160-51.9% | $4,136-40.0% | $4,837-48.7% |
| Participant deferral / active EE | $6,520 | $6,440+1.2% | $5,506+18.4% | $6,341+2.8% |
| Admin fee / account holder | $2,388 | $13,259-82.0% | $10,280-76.8% | $12,309-80.6% |