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 | $197,927 | $228,332-13.3% | $185,823+6.5% | $158,922+24.5% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 13.67% | 40.80%-27.1pp | 35.95%-22.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,851 | $4,967-22.5% | $4,087-5.8% | $4,761-19.1% |
| Participant deferral / active EE | $7,935 | $6,415+23.7% | $5,632+40.9% | $5,982+32.6% |
| Admin fee / account holder | $1,983 | $11,864-83.3% | $9,500-79.1% | $11,246-82.4% |