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 9-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 | $136,634 | $179,726-24.0% | $156,263-12.6% | $142,382-4.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 14.80% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,841 | $5,069+15.2% | $4,333+34.8% | $4,299+35.9% |
| Participant deferral / active EE | $10,511 | $6,956+51.1% | $6,158+70.7% | $6,507+61.5% |
| Admin fee / account holder | $23,979 | $17,272+38.8% | $14,255+68.2% | $12,624+90.0% |