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 | $137,239 | $159,602-14.0% | $150,045-8.5% | $142,382-3.6% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 14.79% | 70.24%-55.4pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,421 | $4,961-10.9% | $4,693-5.8% | $4,299+2.8% |
| Participant deferral / active EE | $10,326 | $8,310+24.3% | $7,997+29.1% | $6,507+58.7% |
| Admin fee / account holder | $16,015 | $14,846+7.9% | $13,435+19.2% | $12,624+26.9% |