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 | $174,212 | $179,726-3.1% | $156,263+11.5% | $142,382+22.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 15.47% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,011 | $5,069-40.6% | $4,333-30.5% | $4,299-30.0% |
| Participant deferral / active EE | $7,702 | $6,956+10.7% | $6,158+25.1% | $6,507+18.4% |
| Admin fee / account holder | $15,903 | $17,272-7.9% | $14,255+11.6% | $12,624+26.0% |