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 | $164,323 | $197,591-16.8% | $177,821-7.6% | $158,922+3.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 16.29% | 58.76%-42.5pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,146 | $6,697-8.2% | $5,918+3.8% | $4,761+29.1% |
| Participant deferral / active EE | $7,512 | $8,405-10.6% | $7,714-2.6% | $5,982+25.6% |
| Admin fee / account holder | $10,629 | $15,399-31.0% | $12,427-14.5% | $11,246-5.5% |