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 5-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 | $166,445 | $95,416+74.4% | $185,823-10.4% | $85,850+93.9% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 21.92% | 23.59%-1.7pp | 122.05%-100.1pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,656 | $3,314-50.0% | $5,167-67.9% | $2,565-35.4% |
| Participant deferral / active EE | $5,805 | $3,423+69.6% | $5,568+4.3% | $3,952+46.9% |
| Admin fee / account holder | $669 | $7,213-90.7% | $16,237-95.9% | $6,260-89.3% |