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 | $201,178 | $197,591+1.8% | $177,821+13.1% | $158,922+26.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 19.36% | 58.76%-39.4pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,584 | $6,697-61.4% | $5,918-56.3% | $4,761-45.7% |
| Participant deferral / active EE | $6,517 | $8,405-22.5% | $7,714-15.5% | $5,982+8.9% |
| Admin fee / account holder | $885 | $15,399-94.3% | $12,427-92.9% | $11,246-92.1% |