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 6-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 | $177,748 | $80,717+120.2% | $154,803+14.8% | $84,808+109.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 22.62% | 37.96%-15.3pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,434 | $2,761-11.8% | $4,305-43.5% | $2,631-7.5% |
| Participant deferral / active EE | $5,918 | $3,303+79.2% | $5,540+6.8% | $4,212+40.5% |
| Admin fee / account holder | $476 | $6,746-92.9% | $14,329-96.7% | $7,344-93.5% |