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 10-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 | $137,089 | $159,602-14.1% | $150,045-8.6% | $142,382-3.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.76% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $15,854 | $4,961+219.6% | $4,693+237.8% | $4,299+268.8% |
| Participant deferral / active EE | $11,310 | $8,310+36.1% | $7,997+41.4% | $6,507+73.8% |
| Admin fee / account holder | $1,081 | $14,846-92.7% | $13,435-92.0% | $12,624-91.4% |