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 4-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 | $178,789 | $148,978+20.0% | $200,582-10.9% | $84,808+110.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 48.35% | 28.16%+20.2pp | 42.33%+6.0pp | 40.90%+7.5pp |
| Employer contribution / active EE | $5,162 | $4,815+7.2% | $6,419-19.6% | $2,631+96.2% |
| Participant deferral / active EE | $12,979 | $7,142+81.7% | $9,331+39.1% | $4,212+208.2% |
| Admin fee / account holder | $4,251 | $13,977-69.6% | $16,305-73.9% | $7,344-42.1% |