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 | $157,803 | $197,591-20.1% | $177,821-11.3% | $158,922-0.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.14% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,982 | $6,697-70.4% | $5,918-66.5% | $4,761-58.4% |
| Participant deferral / active EE | $8,228 | $8,405-2.1% | $7,714+6.7% | $5,982+37.5% |
| Admin fee / account holder | $4,151 | $15,399-73.0% | $12,427-66.6% | $11,246-63.1% |