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 | $145,318 | $89,355+62.6% | $141,162+2.9% | $72,985+99.1% |
| Participation rate | 82.6% | 75.1%+7.5pp | 82.5%+0.1pp | 69.5%+13.1pp |
| Annual return | 25.47% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,328 | $3,114+6.9% | $4,735-29.7% | $2,440+36.4% |
| Participant deferral / active EE | $6,787 | $5,418+25.3% | $6,709+1.2% | $3,607+88.1% |
| Admin fee / account holder | $765 | $5,958-87.2% | $10,261-92.5% | $5,124-85.1% |