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 | $211,553 | $214,378-1.3% | $200,582+5.5% | $142,382+48.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 20.26% | 46.41%-26.1pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,467 | $6,841-5.5% | $6,419+0.8% | $4,299+50.4% |
| Participant deferral / active EE | $19,428 | $9,865+96.9% | $9,331+108.2% | $6,507+198.6% |
| Admin fee / account holder | $20,304 | $17,692+14.8% | $16,305+24.5% | $12,624+60.8% |