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 | $137,825 | $214,378-35.7% | $200,582-31.3% | $142,382-3.2% |
| Participation rate | 78.9% | 87.4%-8.5pp | 86.9%-7.9pp | 80.1%-1.2pp |
| Annual return | 18.61% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,379 | $6,841-50.6% | $6,419-47.4% | $4,299-21.4% |
| Participant deferral / active EE | $15,389 | $9,865+56.0% | $9,331+64.9% | $6,507+136.5% |
| Admin fee / account holder | $2,761 | $17,692-84.4% | $16,305-83.1% | $12,624-78.1% |