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 | $185,819 | $106,515+74.5% | $96,683+92.2% | $139,434+33.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 20.54% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,680 | $4,103+14.1% | $3,737+25.2% | $4,751-1.5% |
| Participant deferral / active EE | $4,813 | $5,454-11.7% | $4,878-1.3% | $6,710-28.3% |
| Admin fee / account holder | $4,049 | $7,877-48.6% | $6,730-39.8% | $11,403-64.5% |