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 | $133,564 | $162,781-17.9% | $133,956-0.3% | $158,922-16.0% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 15.22% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $13,026 | $4,975+161.8% | $3,919+232.4% | $4,761+173.6% |
| Participant deferral / active EE | $2,378 | $5,911-59.8% | $5,048-52.9% | $5,982-60.2% |
| Admin fee / account holder | $2,169 | $11,736-81.5% | $8,927-75.7% | $11,246-80.7% |