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 | $168,011 | $185,822-9.6% | $169,993-1.2% | $139,434+20.5% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 20.62% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,752 | $7,590-50.6% | $6,785-44.7% | $4,751-21.0% |
| Participant deferral / active EE | $8,518 | $11,622-26.7% | $10,408-18.2% | $6,710+26.9% |
| Admin fee / account holder | $1,804 | $15,381-88.3% | $12,815-85.9% | $11,403-84.2% |