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 8-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 | $212,963 | $201,272+5.8% | $184,203+15.6% | $145,922+45.9% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 17.20% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,382 | $7,022-51.8% | $6,427-47.4% | $4,660-27.4% |
| Participant deferral / active EE | $8,520 | $9,806-13.1% | $9,131-6.7% | $6,688+27.4% |
| Admin fee / account holder | $2,550 | $16,364-84.4% | $13,901-81.7% | $13,397-81.0% |