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 | $173,974 | $176,812-1.6% | $146,665+18.6% | $167,490+3.9% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 10.50% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,703 | $5,160-67.0% | $4,136-58.8% | $4,837-64.8% |
| Participant deferral / active EE | $2,299 | $6,440-64.3% | $5,506-58.2% | $6,341-63.7% |
| Admin fee / account holder | $2,511 | $13,259-81.1% | $10,280-75.6% | $12,309-79.6% |