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 | $183,513 | $74,888+145.0% | $71,209+157.7% | $142,382+28.9% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 17.72% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,586 | $2,854-9.4% | $2,721-5.0% | $4,299-39.8% |
| Participant deferral / active EE | $5,942 | $4,454+33.4% | $4,175+42.3% | $6,507-8.7% |
| Admin fee / account holder | $1,429 | $5,568-74.3% | $5,349-73.3% | $12,624-88.7% |