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 | $177,588 | $94,338+88.2% | $100,534+76.6% | $142,382+24.7% |
| Participation rate | 91.7% | 81.7%+9.9pp | 80.6%+11.1pp | 80.1%+11.5pp |
| Annual return | 16.60% | 29.20%-12.6pp | 32.66%-16.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,696 | $4,237-60.0% | $4,346-61.0% | $4,299-60.6% |
| Participant deferral / active EE | $3,260 | $5,934-45.1% | $6,144-46.9% | $6,507-49.9% |
| Admin fee / account holder | $1,356 | $8,421-83.9% | $7,654-82.3% | $12,624-89.3% |