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 | $145,360 | $179,726-19.1% | $156,263-7.0% | $142,382+2.1% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.9%+8.0pp | 80.1%+6.8pp |
| Annual return | 16.99% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,857 | $5,069-4.2% | $4,333+12.1% | $4,299+13.0% |
| Participant deferral / active EE | $10,477 | $6,956+50.6% | $6,158+70.1% | $6,507+61.0% |
| Admin fee / account holder | $4,115 | $17,272-76.2% | $14,255-71.1% | $12,624-67.4% |