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 | $179,878 | $97,744+84.0% | $103,476+73.8% | $145,922+23.3% |
| Participation rate | 85.0% | 81.1%+3.9pp | 80.5%+4.5pp | 80.3%+4.7pp |
| Annual return | 11.81% | 25.41%-13.6pp | 23.90%-12.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,035 | $4,677+29.0% | $4,672+29.2% | $4,660+29.5% |
| Participant deferral / active EE | $6,897 | $6,603+4.4% | $6,623+4.1% | $6,688+3.1% |
| Admin fee / account holder | $17,228 | $12,515+37.7% | $9,413+83.0% | $13,397+28.6% |