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 | $161,925 | $179,726-9.9% | $156,263+3.6% | $142,382+13.7% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 15.59% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,022 | $5,069-20.7% | $4,333-7.2% | $4,299-6.4% |
| Participant deferral / active EE | $10,333 | $6,956+48.6% | $6,158+67.8% | $6,507+58.8% |
| Admin fee / account holder | $3,638 | $17,272-78.9% | $14,255-74.5% | $12,624-71.2% |