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 | $182,805 | $148,534+23.1% | $135,903+34.5% | $139,434+31.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 12.19% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,856-26.0% | $4,751-24.3% |
| Participant deferral / active EE | $13,117 | $8,100+61.9% | $7,758+69.1% | $6,710+95.5% |
| Admin fee / account holder | $36,052 | $12,400+190.7% | $10,762+235.0% | $11,403+216.2% |