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 10-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 | $227,501 | $127,386+78.6% | $115,037+97.8% | $125,391+81.4% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.92% | 31.28%-30.4pp | 26.14%-25.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $3,770 | $5,166-27.0% | $4,608-18.2% | $4,866-22.5% |
| Participant deferral / active EE | $9,738 | $6,423+51.6% | $6,026+61.6% | $5,352+82.0% |
| Admin fee / account holder | $1,177 | $9,516-87.6% | $8,175-85.6% | $9,540-87.7% |