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 | $190,885 | $185,822+2.7% | $169,993+12.3% | $139,434+36.9% |
| Participation rate | 72.2% | 87.8%-15.5pp | 87.0%-14.8pp | 80.3%-8.1pp |
| Annual return | 17.84% | 60.50%-42.7pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,048 | $7,590-73.0% | $6,785-69.8% | $4,751-56.9% |
| Participant deferral / active EE | $4,099 | $11,622-64.7% | $10,408-60.6% | $6,710-38.9% |
| Admin fee / account holder | $565 | $15,381-96.3% | $12,815-95.6% | $11,403-95.0% |