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 7-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 | $147,366 | $185,822-20.7% | $169,993-13.3% | $139,434+5.7% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 19.67% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,234 | $7,590-70.6% | $6,785-67.1% | $4,751-53.0% |
| Participant deferral / active EE | $8,294 | $11,622-28.6% | $10,408-20.3% | $6,710+23.6% |
| Admin fee / account holder | $3,727 | $15,381-75.8% | $12,815-70.9% | $11,403-67.3% |