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 | $167,392 | $179,726-6.9% | $156,263+7.1% | $142,382+17.6% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 15.11% | 77.86%-62.7pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,807 | $5,069-24.9% | $4,333-12.1% | $4,299-11.5% |
| Participant deferral / active EE | $8,402 | $6,956+20.8% | $6,158+36.4% | $6,507+29.1% |
| Admin fee / account holder | $3,333 | $17,272-80.7% | $14,255-76.6% | $12,624-73.6% |