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 | $164,255 | $124,881+31.5% | $209,409-21.6% | $116,875+40.5% |
| Participation rate | 80.8% | 75.8%+5.0pp | 80.4%+0.4pp | 74.5%+6.2pp |
| Annual return | 11.95% | 14.56%-2.6pp | 159.49%-147.5pp | 16.29%-4.3pp |
| Employer contribution / active EE | $2,260 | $2,588-12.7% | $5,035-55.1% | $3,288-31.3% |
| Participant deferral / active EE | $5,720 | $3,793+50.8% | $4,230+35.2% | $3,885+47.2% |
| Admin fee / account holder | $1,569 | $12,933-87.9% | $16,474-90.5% | $12,263-87.2% |