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 | $183,583 | $176,812+3.8% | $146,665+25.2% | $167,490+9.6% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 12.34% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,355 | $5,160-35.0% | $4,136-18.9% | $4,837-30.6% |
| Participant deferral / active EE | $7,597 | $6,440+18.0% | $5,506+38.0% | $6,341+19.8% |
| Admin fee / account holder | $3,993 | $13,259-69.9% | $10,280-61.2% | $12,309-67.6% |