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 | $170,623 | $176,812-3.5% | $146,665+16.3% | $167,490+1.9% |
| Participation rate | 90.5% | 83.6%+6.9pp | 80.1%+10.4pp | 82.1%+8.4pp |
| Annual return | 14.93% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,254 | $5,160-56.3% | $4,136-45.5% | $4,837-53.4% |
| Participant deferral / active EE | $6,357 | $6,440-1.3% | $5,506+15.5% | $6,341+0.2% |
| Admin fee / account holder | $7,746 | $13,259-41.6% | $10,280-24.7% | $12,309-37.1% |