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 | $168,455 | $179,726-6.3% | $156,263+7.8% | $142,382+18.3% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.9%-8.1pp | 80.1%-9.3pp |
| Annual return | 12.15% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,831 | $5,069-44.1% | $4,333-34.7% | $4,299-34.1% |
| Participant deferral / active EE | $6,344 | $6,956-8.8% | $6,158+3.0% | $6,507-2.5% |
| Admin fee / account holder | $5,072 | $17,272-70.6% | $14,255-64.4% | $12,624-59.8% |