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 | $176,456 | $214,378-17.7% | $200,582-12.0% | $142,382+23.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.36% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,271 | $6,841-23.0% | $6,419-17.9% | $4,299+22.6% |
| Participant deferral / active EE | $9,828 | $9,865-0.4% | $9,331+5.3% | $6,507+51.0% |
| Admin fee / account holder | $42,715 | $17,692+141.4% | $16,305+162.0% | $12,624+238.4% |