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 8-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 | $174,130 | $106,584+63.4% | $101,326+71.9% | $142,382+22.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 21.81% | 36.93%-15.1pp | 36.82%-15.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,612 | $3,956+41.9% | $3,665+53.1% | $4,299+30.5% |
| Participant deferral / active EE | $16,162 | $8,297+94.8% | $7,994+102.2% | $6,507+148.4% |
| Admin fee / account holder | $1,597 | $11,446-86.1% | $11,185-85.7% | $12,624-87.4% |