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 | $158,232 | $179,726-12.0% | $156,263+1.3% | $142,382+11.1% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 14.06% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,191 | $5,069-37.0% | $4,333-26.4% | $4,299-25.8% |
| Participant deferral / active EE | $7,686 | $6,956+10.5% | $6,158+24.8% | $6,507+18.1% |
| Admin fee / account holder | $1,339 | $17,272-92.2% | $14,255-90.6% | $12,624-89.4% |