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 | $198,123 | $183,519+8.0% | $155,509+27.4% | $145,922+35.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 18.60% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $10,343 | $5,313+94.7% | $4,672+121.4% | $4,660+122.0% |
| Participant deferral / active EE | $6,100 | $6,462-5.6% | $5,626+8.4% | $6,688-8.8% |
| Admin fee / account holder | $2,419 | $19,313-87.5% | $15,912-84.8% | $13,397-81.9% |