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 | $181,936 | $177,572+2.5% | $154,803+17.5% | $142,382+27.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.82% | 65.07%-52.2pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,693 | $4,810+39.1% | $4,305+55.5% | $4,299+55.7% |
| Participant deferral / active EE | $4,301 | $6,272-31.4% | $5,540-22.4% | $6,507-33.9% |
| Admin fee / account holder | $3,108 | $16,786-81.5% | $14,329-78.3% | $12,624-75.4% |