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 | $177,765 | $232,540-23.6% | $185,117-4.0% | $147,584+20.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 15.00% | 43.03%-28.0pp | 40.50%-25.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,568 | $5,195-69.8% | $4,182-62.5% | $4,876-67.8% |
| Participant deferral / active EE | $4,558 | $5,834-21.9% | $5,045-9.7% | $5,439-16.2% |
| Admin fee / account holder | $2,347 | $10,275-77.2% | $8,159-71.2% | $10,885-78.4% |