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 | $137,082 | $148,534-7.7% | $135,903+0.9% | $139,434-1.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.45% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,474 | $5,243-52.8% | $4,856-49.1% | $4,751-47.9% |
| Participant deferral / active EE | $5,139 | $8,100-36.6% | $7,758-33.8% | $6,710-23.4% |
| Admin fee / account holder | $11,726 | $12,400-5.4% | $10,762+9.0% | $11,403+2.8% |