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 9-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 | $167,987 | $111,754+50.3% | $103,333+62.6% | $145,922+15.1% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 9.55% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,977 | $4,212-5.6% | $3,868+2.8% | $4,660-14.6% |
| Participant deferral / active EE | $10,041 | $5,619+78.7% | $5,057+98.5% | $6,688+50.1% |
| Admin fee / account holder | $43,969 | $9,750+351.0% | $8,355+426.3% | $13,397+228.2% |