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 | $162,375 | $89,355+81.7% | $141,162+15.0% | $72,985+122.5% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 19.01% | 111.85%-92.8pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,650 | $3,114-47.0% | $4,735-65.1% | $2,440-32.4% |
| Participant deferral / active EE | $4,640 | $5,418-14.4% | $6,709-30.8% | $3,607+28.6% |
| Admin fee / account holder | $1,277 | $5,958-78.6% | $10,261-87.6% | $5,124-75.1% |