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 | $169,697 | $214,378-20.8% | $200,582-15.4% | $142,382+19.2% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 15.56% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,116 | $6,841-54.4% | $6,419-51.5% | $4,299-27.5% |
| Participant deferral / active EE | $5,405 | $9,865-45.2% | $9,331-42.1% | $6,507-16.9% |
| Admin fee / account holder | $2,286 | $17,692-87.1% | $16,305-86.0% | $12,624-81.9% |