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 | $153,245 | $214,378-28.5% | $200,582-23.6% | $142,382+7.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 16.29% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,828 | $6,841-44.0% | $6,419-40.4% | $4,299-10.9% |
| Participant deferral / active EE | $8,445 | $9,865-14.4% | $9,331-9.5% | $6,507+29.8% |
| Admin fee / account holder | $640 | $17,692-96.4% | $16,305-96.1% | $12,624-94.9% |