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 | $141,265 | $159,602-11.5% | $150,045-5.9% | $142,382-0.8% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 15.40% | 70.24%-54.8pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,772 | $4,961-44.1% | $4,693-40.9% | $4,299-35.5% |
| Participant deferral / active EE | $9,227 | $8,310+11.0% | $7,997+15.4% | $6,507+41.8% |
| Admin fee / account holder | $21,591 | $14,846+45.4% | $13,435+60.7% | $12,624+71.0% |