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 7-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 | $171,582 | $106,515+61.1% | $96,683+77.5% | $139,434+23.1% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 24.71% | 38.43%-13.7pp | 35.69%-11.0pp | 372.94%-348.2pp |
| Employer contribution / active EE | $4,516 | $4,103+10.1% | $3,737+20.8% | $4,751-4.9% |
| Participant deferral / active EE | $9,658 | $5,454+77.1% | $4,878+98.0% | $6,710+43.9% |
| Admin fee / account holder | $973 | $7,877-87.7% | $6,730-85.5% | $11,403-91.5% |