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 6-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 | $133,562 | $159,602-16.3% | $150,045-11.0% | $142,382-6.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,449 | $4,961+90.5% | $4,693+101.3% | $4,299+119.8% |
| Participant deferral / active EE | $10,415 | $8,310+25.3% | $7,997+30.2% | $6,507+60.1% |
| Admin fee / account holder | $3,526 | $14,846-76.3% | $13,435-73.8% | $12,624-72.1% |