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 9-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 | $158,700 | $214,378-26.0% | $200,582-20.9% | $142,382+11.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 21.12% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,725 | $6,841-30.9% | $6,419-26.4% | $4,299+9.9% |
| Participant deferral / active EE | $9,550 | $9,865-3.2% | $9,331+2.3% | $6,507+46.8% |
| Admin fee / account holder | $4,779 | $17,692-73.0% | $16,305-70.7% | $12,624-62.1% |