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 | $212,457 | $214,378-0.9% | $200,582+5.9% | $142,382+49.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.87% | 46.41%-29.5pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,820 | $6,841-58.8% | $6,419-56.1% | $4,299-34.4% |
| Participant deferral / active EE | $7,784 | $9,865-21.1% | $9,331-16.6% | $6,507+19.6% |
| Admin fee / account holder | $4,118 | $17,692-76.7% | $16,305-74.7% | $12,624-67.4% |