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 5-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 | $158,894 | $179,726-11.6% | $156,263+1.7% | $142,382+11.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.72% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,502 | $5,069+87.5% | $4,333+119.3% | $4,299+121.0% |
| Participant deferral / active EE | $3,686 | $6,956-47.0% | $6,158-40.2% | $6,507-43.4% |
| Admin fee / account holder | $1,133 | $17,272-93.4% | $14,255-92.1% | $12,624-91.0% |