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 | $165,223 | $114,381+44.4% | $107,525+53.7% | $142,382+16.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 23.97% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,935 | $4,015-51.8% | $3,754-48.5% | $4,299-55.0% |
| Participant deferral / active EE | $7,346 | $5,564+32.0% | $5,116+43.6% | $6,507+12.9% |
| Admin fee / account holder | $989 | $9,860-90.0% | $8,919-88.9% | $12,624-92.2% |