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 5-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 | $154,530 | $185,822-16.8% | $169,993-9.1% | $139,434+10.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 17.17% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,729 | $7,590-77.2% | $6,785-74.5% | $4,751-63.6% |
| Participant deferral / active EE | $8,647 | $11,622-25.6% | $10,408-16.9% | $6,710+28.9% |
| Admin fee / account holder | $826 | $15,381-94.6% | $12,815-93.6% | $11,403-92.8% |