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 6-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 | $143,751 | $159,602-9.9% | $150,045-4.2% | $142,382+1.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 206.86% | 70.24%+136.6pp | 62.55%+144.3pp | 217.08%-10.2pp |
| Employer contribution / active EE | $2,490 | $4,961-49.8% | $4,693-46.9% | $4,299-42.1% |
| Participant deferral / active EE | $4,717 | $8,310-43.2% | $7,997-41.0% | $6,507-27.5% |
| Admin fee / account holder | $404 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |