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 | $205,990 | $238,490-13.6% | $180,183+14.3% | $142,382+44.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.4%-2.4pp | 80.1%-5.1pp |
| Annual return | 14.98% | 33.56%-18.6pp | 27.86%-12.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,741 | $6,143-55.4% | $5,039-45.6% | $4,299-36.2% |
| Participant deferral / active EE | $7,709 | $7,996-3.6% | $6,822+13.0% | $6,507+18.5% |
| Admin fee / account holder | $5,100 | $28,866-82.3% | $19,975-74.5% | $12,624-59.6% |