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 9-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 | $160,906 | $114,381+40.7% | $107,525+49.6% | $142,382+13.0% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 15.00% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,235 | $4,015-19.4% | $3,754-13.8% | $4,299-24.8% |
| Participant deferral / active EE | $11,649 | $5,564+109.4% | $5,116+127.7% | $6,507+79.0% |
| Admin fee / account holder | $4,551 | $9,860-53.8% | $8,919-49.0% | $12,624-63.9% |