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 5-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 | $166,364 | $95,266+74.6% | $82,389+101.9% | $142,382+16.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 17.67% | 25.74%-8.1pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,404 | $2,991+147.5% | $2,517+194.2% | $4,299+72.2% |
| Participant deferral / active EE | $12,854 | $4,809+167.3% | $4,155+209.4% | $6,507+97.5% |
| Admin fee / account holder | $1,698 | $8,563-80.2% | $7,231-76.5% | $12,624-86.5% |