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 | $210,233 | $106,515+97.4% | $96,683+117.4% | $139,434+50.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 13.97% | 38.43%-24.5pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,197 | $4,103-46.4% | $3,737-41.2% | $4,751-53.7% |
| Participant deferral / active EE | $9,306 | $5,454+70.6% | $4,878+90.8% | $6,710+38.7% |
| Admin fee / account holder | $132,734 | $7,877+1585.1% | $6,730+1872.4% | $11,403+1064.1% |