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 | $215,162 | $214,378+0.4% | $200,582+7.3% | $142,382+51.1% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 17.32% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,617 | $6,841-3.3% | $6,419+3.1% | $4,299+53.9% |
| Participant deferral / active EE | $13,957 | $9,865+41.5% | $9,331+49.6% | $6,507+114.5% |
| Admin fee / account holder | $3,136 | $17,692-82.3% | $16,305-80.8% | $12,624-75.2% |