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 | $143,410 | $198,466-27.7% | $170,442-15.9% | $147,584-2.8% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 14.21% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,221 | $6,184-64.1% | $5,433-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $6,962 | $5,629+23.7% | $4,939+40.9% | $5,439+28.0% |
| Admin fee / account holder | $851 | $16,852-95.0% | $13,880-93.9% | $10,885-92.2% |