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 10-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 | $158,738 | $124,281+27.7% | $109,143+45.4% | $167,490-5.2% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 10.45% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,127 | $4,207-25.7% | $3,722-16.0% | $4,837-35.4% |
| Participant deferral / active EE | $6,224 | $5,255+18.4% | $4,653+33.8% | $6,341-1.8% |
| Admin fee / account holder | $1,103 | $7,970-86.2% | $6,752-83.7% | $12,309-91.0% |