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 | $160,591 | $115,770+38.7% | $101,248+58.6% | $158,922+1.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.54% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,435 | $4,175-65.6% | $3,660-60.8% | $4,761-69.9% |
| Participant deferral / active EE | $4,074 | $4,957-17.8% | $4,370-6.8% | $5,982-31.9% |
| Admin fee / account holder | $1,217 | $7,245-83.2% | $5,945-79.5% | $11,246-89.2% |