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 | $163,043 | $197,591-17.5% | $177,821-8.3% | $158,922+2.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 12.49% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,562 | $6,697-61.7% | $5,918-56.7% | $4,761-46.2% |
| Participant deferral / active EE | $6,071 | $8,405-27.8% | $7,714-21.3% | $5,982+1.5% |
| Admin fee / account holder | $952 | $15,399-93.8% | $12,427-92.3% | $11,246-91.5% |