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 | $162,219 | $179,726-9.7% | $156,263+3.8% | $142,382+13.9% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 20.34% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,175 | $5,069-76.8% | $4,333-72.9% | $4,299-72.7% |
| Participant deferral / active EE | $4,362 | $6,956-37.3% | $6,158-29.2% | $6,507-33.0% |
| Admin fee / account holder | $2,685 | $17,272-84.5% | $14,255-81.2% | $12,624-78.7% |