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 | $164,640 | $95,266+72.8% | $82,389+99.8% | $142,382+15.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 17.12% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,364 | $2,991-54.4% | $2,517-45.8% | $4,299-68.3% |
| Participant deferral / active EE | $8,873 | $4,809+84.5% | $4,155+113.6% | $6,507+36.4% |
| Admin fee / account holder | $2,449 | $8,563-71.4% | $7,231-66.1% | $12,624-80.6% |