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 9-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 | $173,181 | $111,754+55.0% | $103,333+67.6% | $145,922+18.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.94% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,728 | $4,212+36.0% | $3,868+48.1% | $4,660+22.9% |
| Participant deferral / active EE | $13,544 | $5,619+141.1% | $5,057+167.8% | $6,688+102.5% |
| Admin fee / account holder | $948 | $9,750-90.3% | $8,355-88.7% | $13,397-92.9% |