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 | $199,836 | $214,378-6.8% | $200,582-0.4% | $142,382+40.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.00% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,448 | $6,841-64.2% | $6,419-61.9% | $4,299-43.1% |
| Participant deferral / active EE | $8,531 | $9,865-13.5% | $9,331-8.6% | $6,507+31.1% |
| Admin fee / account holder | $3,881 | $17,692-78.1% | $16,305-76.2% | $12,624-69.3% |