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 | $174,009 | $104,974+65.8% | $95,585+82.0% | $142,382+22.2% |
| Participation rate | 76.9% | 75.0%+2.0pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 17.86% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,660 | $2,779-4.3% | $2,527+5.3% | $4,299-38.1% |
| Participant deferral / active EE | $6,652 | $4,352+52.9% | $4,023+65.4% | $6,507+2.2% |
| Admin fee / account holder | $409 | $6,386-93.6% | $6,127-93.3% | $12,624-96.8% |