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 7-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 | $173,605 | $179,726-3.4% | $156,263+11.1% | $142,382+21.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 19.93% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,841 | $5,069-24.2% | $4,333-11.3% | $4,299-10.6% |
| Participant deferral / active EE | $15,399 | $6,956+121.4% | $6,158+150.1% | $6,507+136.6% |
| Admin fee / account holder | $3,759 | $17,272-78.2% | $14,255-73.6% | $12,624-70.2% |