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 7-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 | $177,542 | $111,754+58.9% | $103,333+71.8% | $145,922+21.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.00% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,702 | $4,212-35.8% | $3,868-30.1% | $4,660-42.0% |
| Participant deferral / active EE | $4,438 | $5,619-21.0% | $5,057-12.2% | $6,688-33.6% |
| Admin fee / account holder | $41,467 | $9,750+325.3% | $8,355+396.3% | $13,397+209.5% |