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 6-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 | $143,867 | $179,726-20.0% | $156,263-7.9% | $142,382+1.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 24.07% | 77.86%-53.8pp | 59.47%-35.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $6,990 | $5,069+37.9% | $4,333+61.3% | $4,299+62.6% |
| Participant deferral / active EE | $16,055 | $6,956+130.8% | $6,158+160.7% | $6,507+146.7% |
| Admin fee / account holder | $11,208 | $17,272-35.1% | $14,255-21.4% | $12,624-11.2% |