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 | $158,361 | $179,726-11.9% | $156,263+1.3% | $142,382+11.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 14.46% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,304 | $5,069-74.3% | $4,333-69.9% | $4,299-69.7% |
| Participant deferral / active EE | $13,066 | $6,956+87.8% | $6,158+112.2% | $6,507+100.8% |
| Admin fee / account holder | $55,522 | $17,272+221.5% | $14,255+289.5% | $12,624+339.8% |