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 | $157,420 | $181,894-13.5% | $156,549+0.6% | $273,961-42.5% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,120 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $4,719 | $5,550-15.0% | $4,871-3.1% | $5,287-10.7% |
| Admin fee / account holder | $1,290 | $15,559-91.7% | $13,027-90.1% | $10,132-87.3% |