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 | $192,583 | $197,591-2.5% | $177,821+8.3% | $158,922+21.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.78% | 58.76%-43.0pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,136 | $6,697-53.2% | $5,918-47.0% | $4,761-34.1% |
| Participant deferral / active EE | $9,185 | $8,405+9.3% | $7,714+19.1% | $5,982+53.5% |
| Admin fee / account holder | $5,820 | $15,399-62.2% | $12,427-53.2% | $11,246-48.3% |