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 | $140,866 | $197,591-28.7% | $177,821-20.8% | $158,922-11.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 20.20% | 58.76%-38.6pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,310 | $6,697-65.5% | $5,918-61.0% | $4,761-51.5% |
| Participant deferral / active EE | $14,167 | $8,405+68.6% | $7,714+83.7% | $5,982+136.8% |
| Admin fee / account holder | $1,836 | $15,399-88.1% | $12,427-85.2% | $11,246-83.7% |