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 | $184,550 | $217,402-15.1% | $185,823-0.7% | $167,490+10.2% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 18.68% | 148.36%-129.7pp | 122.05%-103.4pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,717 | $5,873-36.7% | $5,167-28.1% | $4,837-23.2% |
| Participant deferral / active EE | $7,868 | $6,356+23.8% | $5,568+41.3% | $6,341+24.1% |
| Admin fee / account holder | $5,213 | $19,811-73.7% | $16,237-67.9% | $12,309-57.6% |