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 | $161,107 | $99,341+62.2% | $84,750+90.1% | $273,961-41.2% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 5.52% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,314 | $4,214-45.1% | $3,574-35.3% | $4,869-52.5% |
| Participant deferral / active EE | $10,268 | $4,269+140.5% | $3,712+176.7% | $5,287+94.2% |
| Admin fee / account holder | $16,690 | $6,644+151.2% | $5,332+213.0% | $10,132+64.7% |