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 | $174,812 | $201,272-13.1% | $184,203-5.1% | $145,922+19.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 25.88% | 29.00%-3.1pp | 28.81%-2.9pp | 561.29%-535.4pp |
| Employer contribution / active EE | $2,932 | $7,022-58.2% | $6,427-54.4% | $4,660-37.1% |
| Participant deferral / active EE | $5,247 | $9,806-46.5% | $9,131-42.5% | $6,688-21.5% |
| Admin fee / account holder | $8,419 | $16,364-48.6% | $13,901-39.4% | $13,397-37.2% |