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 | $150,259 | $110,257+36.3% | $96,544+55.6% | $139,434+7.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 15.19% | 26.32%-11.1pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,167 | $3,620+15.1% | $2,965+40.5% | $4,751-12.3% |
| Participant deferral / active EE | $2,375 | $5,548-57.2% | $4,851-51.0% | $6,710-64.6% |
| Admin fee / account holder | $12,145 | $11,591+4.8% | $8,252+47.2% | $11,403+6.5% |