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 | $224,484 | $106,584+110.6% | $101,326+121.5% | $142,382+57.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 26.93% | 36.93%-10.0pp | 36.82%-9.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,128 | $3,956-46.2% | $3,665-41.9% | $4,299-50.5% |
| Participant deferral / active EE | $12,469 | $8,297+50.3% | $7,994+56.0% | $6,507+91.6% |
| Admin fee / account holder | $2,690 | $11,446-76.5% | $11,185-76.0% | $12,624-78.7% |