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 | $131,387 | $152,587-13.9% | $125,175+5.0% | $152,861-14.0% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 23.38% | 54.84%-31.5pp | 43.79%-20.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,371 | $4,946-11.6% | $3,865+13.1% | $4,762-8.2% |
| Participant deferral / active EE | $11,282 | $5,868+92.3% | $4,937+128.5% | $5,850+92.8% |
| Admin fee / account holder | $9,113 | $13,434-32.2% | $9,702-6.1% | $11,596-21.4% |