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 6-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 | $148,445 | $114,381+29.8% | $107,525+38.1% | $142,382+4.3% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 19.27% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,709 | $4,015+67.1% | $3,754+78.7% | $4,299+56.1% |
| Participant deferral / active EE | $11,291 | $5,564+102.9% | $5,116+120.7% | $6,507+73.5% |
| Admin fee / account holder | $1,448 | $9,860-85.3% | $8,919-83.8% | $12,624-88.5% |