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 | $129,433 | $117,983+9.7% | $101,794+27.2% | $142,382-9.1% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 16.85% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,937 | $2,773+258.4% | $2,289+334.1% | $4,299+131.1% |
| Participant deferral / active EE | $8,306 | $4,714+76.2% | $4,084+103.4% | $6,507+27.6% |
| Admin fee / account holder | $15,312 | $10,433+46.8% | $8,777+74.5% | $12,624+21.3% |