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 6-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 | $168,182 | $201,272-16.4% | $184,203-8.7% | $145,922+15.3% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.16% | 29.00%-13.8pp | 28.81%-13.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $10,865 | $7,022+54.7% | $6,427+69.0% | $4,660+133.2% |
| Participant deferral / active EE | $12,869 | $9,806+31.2% | $9,131+40.9% | $6,688+92.4% |
| Admin fee / account holder | $778 | $16,364-95.2% | $13,901-94.4% | $13,397-94.2% |