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 | $157,452 | $177,572-11.3% | $154,803+1.7% | $142,382+10.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.92% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,071 | $4,810-57.0% | $4,305-51.9% | $4,299-51.8% |
| Participant deferral / active EE | $6,415 | $6,272+2.3% | $5,540+15.8% | $6,507-1.4% |
| Admin fee / account holder | $1,146 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |