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 3-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 | $181,567 | $99,877+81.8% | $84,966+113.7% | $145,922+24.4% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 16.50% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,056 | $3,231-36.4% | $2,727-24.6% | $4,660-55.9% |
| Participant deferral / active EE | $6,071 | $5,291+14.8% | $4,519+34.3% | $6,688-9.2% |
| Admin fee / account holder | $1,927 | $7,248-73.4% | $6,149-68.7% | $13,397-85.6% |