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 | $174,275 | $179,726-3.0% | $156,263+11.5% | $142,382+22.4% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 10.81% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,712 | $5,069-46.5% | $4,333-37.4% | $4,299-36.9% |
| Participant deferral / active EE | $7,652 | $6,956+10.0% | $6,158+24.3% | $6,507+17.6% |
| Admin fee / account holder | $2,117 | $17,272-87.7% | $14,255-85.2% | $12,624-83.2% |