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 4-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 | $170,590 | $114,381+49.1% | $107,525+58.7% | $142,382+19.8% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 17.73% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,799 | $4,015+44.4% | $3,754+54.5% | $4,299+34.9% |
| Participant deferral / active EE | $5,531 | $5,564-0.6% | $5,116+8.1% | $6,507-15.0% |
| Admin fee / account holder | $746 | $9,860-92.4% | $8,919-91.6% | $12,624-94.1% |