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 | $167,066 | $95,266+75.4% | $82,389+102.8% | $142,382+17.3% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 15.52% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $11,772 | $2,991+293.6% | $2,517+367.7% | $4,299+173.8% |
| Participant deferral / active EE | $9,531 | $4,809+98.2% | $4,155+129.4% | $6,507+46.5% |
| Admin fee / account holder | $2,091 | $8,563-75.6% | $7,231-71.1% | $12,624-83.4% |