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 | $151,672 | $228,332-33.6% | $185,823-18.4% | $158,922-4.6% |
| Participation rate | 81.0% | 82.3%-1.3pp | 78.0%+2.9pp | 82.0%-1.0pp |
| Annual return | 9.56% | 40.80%-31.2pp | 35.95%-26.4pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,424 | $4,967-71.3% | $4,087-65.2% | $4,761-70.1% |
| Participant deferral / active EE | $5,283 | $6,415-17.6% | $5,632-6.2% | $5,982-11.7% |
| Admin fee / account holder | $11,664 | $11,864-1.7% | $9,500+22.8% | $11,246+3.7% |