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 9-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 | $190,587 | $95,266+100.1% | $82,389+131.3% | $142,382+33.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.5%+0.5pp | 80.1%-10.1pp |
| Annual return | 16.78% | 25.74%-9.0pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,624 | $2,991+154.9% | $2,517+202.9% | $4,299+77.3% |
| Participant deferral / active EE | $3,228 | $4,809-32.9% | $4,155-22.3% | $6,507-50.4% |
| Admin fee / account holder | $3,011 | $8,563-64.8% | $7,231-58.4% | $12,624-76.2% |