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 7-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 | $156,436 | $227,553-31.3% | $189,557-17.5% | $167,490-6.6% |
| Participation rate | 72.7% | 82.5%-9.8pp | 78.4%-5.7pp | 82.1%-9.4pp |
| Annual return | 10.90% | 78.40%-67.5pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $956 | $5,316-82.0% | $4,412-78.3% | $4,837-80.2% |
| Participant deferral / active EE | $2,252 | $7,002-67.8% | $6,174-63.5% | $6,341-64.5% |
| Admin fee / account holder | $5,828 | $11,878-50.9% | $9,807-40.6% | $12,309-52.7% |