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 4-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 | $164,059 | $177,572-7.6% | $154,803+6.0% | $142,382+15.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 20.40% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,644 | $4,810-65.8% | $4,305-61.8% | $4,299-61.8% |
| Participant deferral / active EE | $5,707 | $6,272-9.0% | $5,540+3.0% | $6,507-12.3% |
| Admin fee / account holder | $1,202 | $16,786-92.8% | $14,329-91.6% | $12,624-90.5% |