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 | $148,524 | $165,335-10.2% | $149,696-0.8% | $158,922-6.5% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 18.65% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,729 | $5,103-46.5% | $4,644-41.2% | $4,761-42.7% |
| Participant deferral / active EE | $7,883 | $7,181+9.8% | $6,842+15.2% | $5,982+31.8% |
| Admin fee / account holder | $1,678 | $10,807-84.5% | $9,309-82.0% | $11,246-85.1% |