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 | $173,191 | $115,770+49.6% | $101,248+71.1% | $158,922+9.0% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 15.53% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,765 | $4,175-9.8% | $3,660+2.9% | $4,761-20.9% |
| Participant deferral / active EE | $8,514 | $4,957+71.7% | $4,370+94.8% | $5,982+42.3% |
| Admin fee / account holder | $5,940 | $7,245-18.0% | $5,945-0.1% | $11,246-47.2% |