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 | $163,479 | $98,240+66.4% | $82,313+98.6% | $147,584+10.8% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 15.67% | 30.85%-15.2pp | 25.88%-10.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,588 | $3,192+43.7% | $2,428+88.9% | $4,876-5.9% |
| Participant deferral / active EE | $11,766 | $4,383+168.4% | $3,706+217.5% | $5,439+116.3% |
| Admin fee / account holder | $1,403 | $8,563-83.6% | $5,608-75.0% | $10,885-87.1% |