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 8-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 | $179,651 | $117,983+52.3% | $101,794+76.5% | $142,382+26.2% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 15.10% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,629 | $2,773-41.2% | $2,289-28.8% | $4,299-62.1% |
| Participant deferral / active EE | $5,807 | $4,714+23.2% | $4,084+42.2% | $6,507-10.8% |
| Admin fee / account holder | $1,546 | $10,433-85.2% | $8,777-82.4% | $12,624-87.8% |