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 5-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 | $146,026 | $94,338+54.8% | $100,534+45.2% | $142,382+2.6% |
| Participation rate | 90.9% | 81.7%+9.2pp | 80.6%+10.3pp | 80.1%+10.8pp |
| Annual return | 18.01% | 29.20%-11.2pp | 32.66%-14.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,697 | $4,237-12.7% | $4,346-14.9% | $4,299-14.0% |
| Participant deferral / active EE | $7,807 | $5,934+31.6% | $6,144+27.1% | $6,507+20.0% |
| Admin fee / account holder | $888 | $8,421-89.5% | $7,654-88.4% | $12,624-93.0% |