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 9-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 | $172,427 | $228,332-24.5% | $185,823-7.2% | $158,922+8.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 12.60% | 40.80%-28.2pp | 35.95%-23.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,873 | $4,967-22.0% | $4,087-5.2% | $4,761-18.7% |
| Participant deferral / active EE | $11,375 | $6,415+77.3% | $5,632+102.0% | $5,982+90.2% |
| Admin fee / account holder | $11,536 | $11,864-2.8% | $9,500+21.4% | $11,246+2.6% |