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 | $175,404 | $179,726-2.4% | $156,263+12.2% | $142,382+23.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 21.64% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $10,481 | $5,069+106.8% | $4,333+141.9% | $4,299+143.8% |
| Participant deferral / active EE | $8,415 | $6,956+21.0% | $6,158+36.7% | $6,507+29.3% |
| Admin fee / account holder | $1,269 | $17,272-92.7% | $14,255-91.1% | $12,624-89.9% |