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 | $138,697 | $214,378-35.3% | $200,582-30.9% | $142,382-2.6% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 20.94% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,717 | $6,841-16.4% | $6,419-10.9% | $4,299+33.0% |
| Participant deferral / active EE | $14,270 | $9,865+44.7% | $9,331+52.9% | $6,507+119.3% |
| Admin fee / account holder | $3,041 | $17,692-82.8% | $16,305-81.4% | $12,624-75.9% |