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 | $161,899 | $117,841+37.4% | $102,423+58.1% | $145,922+10.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 13.82% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,302 | $3,615-64.0% | $3,023-56.9% | $4,660-72.1% |
| Participant deferral / active EE | $3,150 | $5,731-45.0% | $5,053-37.7% | $6,688-52.9% |
| Admin fee / account holder | $9,020 | $13,326-32.3% | $9,451-4.6% | $13,397-32.7% |