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 | $180,931 | $114,381+58.2% | $107,525+68.3% | $142,382+27.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 13.08% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,315 | $4,015-17.4% | $3,754-11.7% | $4,299-22.9% |
| Participant deferral / active EE | $12,037 | $5,564+116.3% | $5,116+135.3% | $6,507+85.0% |
| Admin fee / account holder | $3,730 | $9,860-62.2% | $8,919-58.2% | $12,624-70.5% |