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 8-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 | $176,118 | $118,849+48.2% | $96,562+82.4% | $167,490+5.2% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 22.39% | 50.49%-28.1pp | 37.78%-15.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $1,639 | $3,120-47.5% | $2,356-30.5% | $4,837-66.1% |
| Participant deferral / active EE | $6,616 | $4,616+43.3% | $3,849+71.9% | $6,341+4.3% |
| Admin fee / account holder | $7,775 | $8,065-3.6% | $6,181+25.8% | $12,309-36.8% |