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 8-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 | $171,811 | $176,056-2.4% | $159,436+7.8% | $167,490+2.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.23% | 331.75%-308.5pp | 263.57%-240.3pp | 478.56%-455.3pp |
| Employer contribution / active EE | $3,064 | $5,297-42.2% | $4,829-36.6% | $4,837-36.7% |
| Participant deferral / active EE | $7,436 | $7,750-4.1% | $7,352+1.1% | $6,341+17.3% |
| Admin fee / account holder | $2,256 | $12,554-82.0% | $10,799-79.1% | $12,309-81.7% |