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 | $136,594 | $177,572-23.1% | $154,803-11.8% | $142,382-4.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 18.84% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $11,669 | $4,810+142.6% | $4,305+171.0% | $4,299+171.4% |
| Participant deferral / active EE | $7,681 | $6,272+22.5% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $1,802 | $16,786-89.3% | $14,329-87.4% | $12,624-85.7% |