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 7-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 | $147,175 | $183,519-19.8% | $155,509-5.4% | $145,922+0.9% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 13.51% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $7,452 | $5,313+40.3% | $4,672+59.5% | $4,660+59.9% |
| Participant deferral / active EE | $15,366 | $6,462+137.8% | $5,626+173.1% | $6,688+129.8% |
| Admin fee / account holder | $983 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |