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 3-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 | $182,148 | $106,584+70.9% | $101,326+79.8% | $142,382+27.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 16.54% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,032 | $3,956-48.6% | $3,665-44.5% | $4,299-52.7% |
| Participant deferral / active EE | $9,098 | $8,297+9.7% | $7,994+13.8% | $6,507+39.8% |
| Admin fee / account holder | $4,169 | $11,446-63.6% | $11,185-62.7% | $12,624-67.0% |