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 9-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 | $156,642 | $78,672+99.1% | $109,143+43.5% | $85,850+82.5% |
| Participation rate | 82.4% | 68.3%+14.1pp | 75.9%+6.5pp | 69.3%+13.0pp |
| Annual return | 14.64% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,435 | $2,735-47.5% | $3,722-61.4% | $2,565-44.0% |
| Participant deferral / active EE | $5,037 | $3,467+45.3% | $4,653+8.3% | $3,952+27.5% |
| Admin fee / account holder | $1,699 | $5,469-68.9% | $6,752-74.8% | $6,260-72.9% |