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 9-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 | $144,028 | $163,101-11.7% | $136,749+5.3% | $142,382+1.2% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 14.89% | 27.54%-12.7pp | 24.33%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,939 | $4,117+190.0% | $3,400+251.2% | $4,299+177.7% |
| Participant deferral / active EE | $12,042 | $5,585+115.6% | $4,692+156.6% | $6,507+85.1% |
| Admin fee / account holder | $34,472 | $14,318+140.8% | $11,386+202.8% | $12,624+173.1% |