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 | $196,108 | $214,378-8.5% | $200,582-2.2% | $142,382+37.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 14.56% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,909 | $6,841-42.9% | $6,419-39.1% | $4,299-9.1% |
| Participant deferral / active EE | $6,987 | $9,865-29.2% | $9,331-25.1% | $6,507+7.4% |
| Admin fee / account holder | $2,262 | $17,692-87.2% | $16,305-86.1% | $12,624-82.1% |