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 | $176,552 | $154,117+14.6% | $129,995+35.8% | $139,434+26.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 17.12% | 32.48%-15.4pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,209 | $5,289-20.4% | $4,320-2.6% | $4,751-11.4% |
| Participant deferral / active EE | $9,631 | $6,710+43.5% | $5,820+65.5% | $6,710+43.5% |
| Admin fee / account holder | $2,470 | $14,007-82.4% | $10,614-76.7% | $11,403-78.3% |