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 | $179,808 | $127,065+41.5% | $113,168+58.9% | $142,382+26.3% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,016 | $3,442-12.4% | $2,975+1.4% | $4,299-29.9% |
| Participant deferral / active EE | $6,216 | $5,716+8.7% | $5,107+21.7% | $6,507-4.5% |
| Admin fee / account holder | $2,226 | $15,736-85.9% | $12,068-81.6% | $12,624-82.4% |