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 | $152,034 | $214,378-29.1% | $200,582-24.2% | $142,382+6.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.89% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,522 | $6,841-48.5% | $6,419-45.1% | $4,299-18.1% |
| Participant deferral / active EE | $7,841 | $9,865-20.5% | $9,331-16.0% | $6,507+20.5% |
| Admin fee / account holder | $10,608 | $17,692-40.0% | $16,305-34.9% | $12,624-16.0% |