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 | $192,410 | $106,515+80.6% | $96,683+99.0% | $139,434+38.0% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 19.86% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,891 | $4,103-53.9% | $3,737-49.4% | $4,751-60.2% |
| Participant deferral / active EE | $6,609 | $5,454+21.2% | $4,878+35.5% | $6,710-1.5% |
| Admin fee / account holder | $4,024 | $7,877-48.9% | $6,730-40.2% | $11,403-64.7% |