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 | $154,624 | $181,894-15.0% | $156,549-1.2% | $273,961-43.6% |
| Participation rate | 88.2% | 88.4%-0.1pp | 84.0%+4.2pp | 83.0%+5.2pp |
| Annual return | 10.65% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,615 | $6,248-74.2% | $5,501-70.6% | $4,869-66.8% |
| Participant deferral / active EE | $4,926 | $5,550-11.2% | $4,871+1.1% | $5,287-6.8% |
| Admin fee / account holder | $2,008 | $15,559-87.1% | $13,027-84.6% | $10,132-80.2% |