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 | $143,361 | $163,101-12.1% | $136,749+4.8% | $142,382+0.7% |
| Participation rate | 76.5% | 78.2%-1.8pp | 72.1%+4.3pp | 80.1%-3.6pp |
| Annual return | 10.29% | 27.54%-17.3pp | 24.33%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,473 | $4,117-39.9% | $3,400-27.2% | $4,299-42.5% |
| Participant deferral / active EE | $3,210 | $5,585-42.5% | $4,692-31.6% | $6,507-50.7% |
| Admin fee / account holder | $1,247 | $14,318-91.3% | $11,386-89.0% | $12,624-90.1% |