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 9-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 | $152,427 | $176,812-13.8% | $146,665+3.9% | $167,490-9.0% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 14.98% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,710 | $5,160-47.5% | $4,136-34.5% | $4,837-44.0% |
| Participant deferral / active EE | $5,600 | $6,440-13.0% | $5,506+1.7% | $6,341-11.7% |
| Admin fee / account holder | $1,715 | $13,259-87.1% | $10,280-83.3% | $12,309-86.1% |