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 | $159,533 | $163,101-2.2% | $136,749+16.7% | $142,382+12.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.28% | 27.54%-11.3pp | 24.33%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,791 | $4,117-56.5% | $3,400-47.3% | $4,299-58.3% |
| Participant deferral / active EE | $4,137 | $5,585-25.9% | $4,692-11.8% | $6,507-36.4% |
| Admin fee / account holder | $2,946 | $14,318-79.4% | $11,386-74.1% | $12,624-76.7% |