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 | $182,224 | $214,378-15.0% | $200,582-9.2% | $142,382+28.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 18.10% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,961 | $6,841-42.1% | $6,419-38.3% | $4,299-7.9% |
| Participant deferral / active EE | $7,559 | $9,865-23.4% | $9,331-19.0% | $6,507+16.2% |
| Admin fee / account holder | $502 | $17,692-97.2% | $16,305-96.9% | $12,624-96.0% |