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 | $156,414 | $107,334+45.7% | $92,893+68.4% | $152,861+2.3% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 20.22% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,823 | $4,221-33.1% | $3,653-22.7% | $4,762-40.7% |
| Participant deferral / active EE | $8,007 | $4,845+65.3% | $4,236+89.0% | $5,850+36.9% |
| Admin fee / account holder | $1,107 | $7,079-84.4% | $5,794-80.9% | $11,596-90.5% |