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 | $209,710 | $214,378-2.2% | $200,582+4.6% | $142,382+47.3% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 23.62% | 46.41%-22.8pp | 42.33%-18.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $5,991 | $6,841-12.4% | $6,419-6.7% | $4,299+39.4% |
| Participant deferral / active EE | $18,357 | $9,865+86.1% | $9,331+96.7% | $6,507+182.1% |
| Admin fee / account holder | $11,827 | $17,692-33.1% | $16,305-27.5% | $12,624-6.3% |