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 | $199,231 | $116,175+71.5% | $93,606+112.8% | $152,861+30.3% |
| Participation rate | 73.3% | 78.0%-4.7pp | 75.8%-2.5pp | 82.4%-9.1pp |
| Annual return | 24.11% | 35.96%-11.9pp | 32.76%-8.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,006 | $3,218-68.7% | $2,718-63.0% | $4,762-78.9% |
| Participant deferral / active EE | $4,770 | $4,603+3.6% | $4,069+17.2% | $5,850-18.5% |
| Admin fee / account holder | $911 | $10,748-91.5% | $7,888-88.5% | $11,596-92.1% |