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 | $194,087 | $197,591-1.8% | $177,821+9.1% | $158,922+22.1% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 22.78% | 58.76%-36.0pp | 48.32%-25.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $4,406 | $6,697-34.2% | $5,918-25.6% | $4,761-7.5% |
| Participant deferral / active EE | $9,879 | $8,405+17.5% | $7,714+28.1% | $5,982+65.1% |
| Admin fee / account holder | $2,457 | $15,399-84.0% | $12,427-80.2% | $11,246-78.2% |