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 | $165,745 | $185,822-10.8% | $169,993-2.5% | $139,434+18.9% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 31.89% | 60.50%-28.6pp | 53.37%-21.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $2,887 | $7,590-62.0% | $6,785-57.4% | $4,751-39.2% |
| Participant deferral / active EE | $12,104 | $11,622+4.1% | $10,408+16.3% | $6,710+80.4% |
| Admin fee / account holder | $10,086 | $15,381-34.4% | $12,815-21.3% | $11,403-11.5% |