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 | $111,649 | $114,381-2.4% | $107,525+3.8% | $142,382-21.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 17.50% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,379 | $4,015-15.8% | $3,754-10.0% | $4,299-21.4% |
| Participant deferral / active EE | $14,133 | $5,564+154.0% | $5,116+176.3% | $6,507+117.2% |
| Admin fee / account holder | $3,929 | $9,860-60.1% | $8,919-55.9% | $12,624-68.9% |