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 4-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 | $168,580 | $159,602+5.6% | $150,045+12.4% | $142,382+18.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 19.08% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,811 | $4,961-3.0% | $4,693+2.5% | $4,299+11.9% |
| Participant deferral / active EE | $12,578 | $8,310+51.4% | $7,997+57.3% | $6,507+93.3% |
| Admin fee / account holder | $1,458 | $14,846-90.2% | $13,435-89.2% | $12,624-88.5% |