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 | $152,234 | $106,584+42.8% | $101,326+50.2% | $142,382+6.9% |
| Participation rate | 70.8% | 82.7%-11.9pp | 81.5%-10.7pp | 80.1%-9.3pp |
| Annual return | 22.60% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,831 | $3,956+47.4% | $3,665+59.1% | $4,299+35.6% |
| Participant deferral / active EE | $12,075 | $8,297+45.5% | $7,994+51.1% | $6,507+85.6% |
| Admin fee / account holder | $679 | $11,446-94.1% | $11,185-93.9% | $12,624-94.6% |