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 | $111,704 | $100,773+10.8% | $88,946+25.6% | $142,382-21.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 16.80% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,938 | $2,918+0.7% | $2,555+15.0% | $4,299-31.7% |
| Participant deferral / active EE | $4,623 | $5,230-11.6% | $4,581+0.9% | $6,507-28.9% |
| Admin fee / account holder | $1,380 | $9,693-85.8% | $8,261-83.3% | $12,624-89.1% |