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 | $165,920 | $117,841+40.8% | $102,423+62.0% | $145,922+13.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 19.53% | 31.65%-12.1pp | 29.32%-9.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,336 | $3,615-7.7% | $3,023+10.4% | $4,660-28.4% |
| Participant deferral / active EE | $4,583 | $5,731-20.0% | $5,053-9.3% | $6,688-31.5% |
| Admin fee / account holder | $2,619 | $13,326-80.3% | $9,451-72.3% | $13,397-80.4% |