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 | $169,360 | $181,894-6.9% | $156,549+8.2% | $273,961-38.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.36% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $8,007 | $6,248+28.2% | $5,501+45.5% | $4,869+64.5% |
| Participant deferral / active EE | $5,038 | $5,550-9.2% | $4,871+3.4% | $5,287-4.7% |
| Admin fee / account holder | $6,021 | $15,559-61.3% | $13,027-53.8% | $10,132-40.6% |