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 | $172,734 | $94,752+82.3% | $112,887+53.0% | $139,434+23.9% |
| Participation rate | 84.2% | 81.3%+3.0pp | 80.5%+3.7pp | 80.3%+3.9pp |
| Annual return | 18.89% | 40.88%-22.0pp | 34.10%-15.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,077 | $6,512+100.8% | $6,513+100.8% | $6,710+94.9% |
| Admin fee / account holder | $1,498 | $8,527-82.4% | $7,047-78.7% | $11,403-86.9% |