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 | $158,454 | $179,726-11.8% | $156,263+1.4% | $142,382+11.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.16% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,178 | $5,069+2.1% | $4,333+19.5% | $4,299+20.4% |
| Participant deferral / active EE | $8,638 | $6,956+24.2% | $6,158+40.3% | $6,507+32.7% |
| Admin fee / account holder | $901 | $17,272-94.8% | $14,255-93.7% | $12,624-92.9% |