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 10-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 | $171,114 | $232,540-26.4% | $185,117-7.6% | $147,584+15.9% |
| Participation rate | 81.3% | 82.4%-1.1pp | 77.3%+4.0pp | 82.8%-1.6pp |
| Annual return | 18.49% | 43.03%-24.5pp | 40.50%-22.0pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,764 | $5,195-27.5% | $4,182-10.0% | $4,876-22.8% |
| Participant deferral / active EE | $9,460 | $5,834+62.2% | $5,045+87.5% | $5,439+73.9% |
| Admin fee / account holder | $1,335 | $10,275-87.0% | $8,159-83.6% | $10,885-87.7% |