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 | $209,134 | $217,402-3.8% | $185,823+12.5% | $167,490+24.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 18.24% | 148.36%-130.1pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,173 | $5,873-46.0% | $5,167-38.6% | $4,837-34.4% |
| Participant deferral / active EE | $13,115 | $6,356+106.3% | $5,568+135.6% | $6,341+106.8% |
| Admin fee / account holder | $9,280 | $19,811-53.2% | $16,237-42.8% | $12,309-24.6% |