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 10-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 | $204,304 | $228,332-10.5% | $185,823+9.9% | $158,922+28.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 23.05% | 40.80%-17.8pp | 35.95%-12.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,127 | $4,967-37.0% | $4,087-23.5% | $4,761-34.3% |
| Participant deferral / active EE | $7,953 | $6,415+24.0% | $5,632+41.2% | $5,982+32.9% |
| Admin fee / account holder | $5,882 | $11,864-50.4% | $9,500-38.1% | $11,246-47.7% |