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 | $166,511 | $117,841+41.3% | $102,423+62.6% | $145,922+14.1% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 9.13% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $5,160 | $3,615+42.7% | $3,023+70.7% | $4,660+10.7% |
| Participant deferral / active EE | $11,031 | $5,731+92.5% | $5,053+118.3% | $6,688+64.9% |
| Admin fee / account holder | $10,642 | $13,326-20.1% | $9,451+12.6% | $13,397-20.6% |