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 7-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 | $148,698 | $51,175+190.6% | $70,515+110.9% | $75,163+97.8% |
| Participation rate | 84.0% | 60.9%+23.1pp | 68.3%+15.7pp | 67.2%+16.8pp |
| Annual return | 17.16% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $10,196 | $1,826+458.4% | $2,973+242.9% | $2,670+281.9% |
| Participant deferral / active EE | $11,851 | $2,849+315.9% | $4,567+159.5% | $4,125+187.3% |
| Admin fee / account holder | $1,182 | $4,091-71.1% | $6,412-81.6% | $5,651-79.1% |