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 | $145,506 | $228,332-36.3% | $185,823-21.7% | $158,922-8.4% |
| Participation rate | 86.4% | 82.3%+4.1pp | 78.0%+8.3pp | 82.0%+4.4pp |
| Annual return | 17.88% | 40.80%-22.9pp | 35.95%-18.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,808 | $4,967-43.5% | $4,087-31.3% | $4,761-41.0% |
| Participant deferral / active EE | $7,826 | $6,415+22.0% | $5,632+39.0% | $5,982+30.8% |
| Admin fee / account holder | $5,924 | $11,864-50.1% | $9,500-37.6% | $11,246-47.3% |