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 | $152,932 | $176,812-13.5% | $146,665+4.3% | $167,490-8.7% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 11.89% | 24.03%-12.1pp | 22.74%-10.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,767 | $5,160-46.4% | $4,136-33.1% | $4,837-42.8% |
| Participant deferral / active EE | $7,242 | $6,440+12.5% | $5,506+31.5% | $6,341+14.2% |
| Admin fee / account holder | $3,538 | $13,259-73.3% | $10,280-65.6% | $12,309-71.3% |