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 | $150,762 | $127,065+18.6% | $113,168+33.2% | $142,382+5.9% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 14.32% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,328 | $3,442+25.8% | $2,975+45.5% | $4,299+0.7% |
| Participant deferral / active EE | $8,019 | $5,716+40.3% | $5,107+57.0% | $6,507+23.2% |
| Admin fee / account holder | $355 | $15,736-97.7% | $12,068-97.1% | $12,624-97.2% |