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 | $159,532 | $127,065+25.6% | $113,168+41.0% | $142,382+12.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 10.73% | 24.03%-13.3pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,297 | $3,442-62.3% | $2,975-56.4% | $4,299-69.8% |
| Participant deferral / active EE | $6,713 | $5,716+17.4% | $5,107+31.4% | $6,507+3.2% |
| Admin fee / account holder | $8,661 | $15,736-45.0% | $12,068-28.2% | $12,624-31.4% |