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 | $199,942 | $214,378-6.7% | $200,582-0.3% | $142,382+40.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 15.09% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,980 | $6,841-12.6% | $6,419-6.8% | $4,299+39.1% |
| Participant deferral / active EE | $13,483 | $9,865+36.7% | $9,331+44.5% | $6,507+107.2% |
| Admin fee / account holder | $15,880 | $17,692-10.2% | $16,305-2.6% | $12,624+25.8% |