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 | $157,392 | $214,378-26.6% | $200,582-21.5% | $142,382+10.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 11.97% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,429 | $6,841-20.6% | $6,419-15.4% | $4,299+26.3% |
| Participant deferral / active EE | $15,204 | $9,865+54.1% | $9,331+62.9% | $6,507+133.6% |
| Admin fee / account holder | $28,845 | $17,692+63.0% | $16,305+76.9% | $12,624+128.5% |