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 | $133,158 | $197,591-32.6% | $177,821-25.1% | $158,922-16.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 21.53% | 58.76%-37.2pp | 48.32%-26.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $7,426 | $6,697+10.9% | $5,918+25.5% | $4,761+56.0% |
| Participant deferral / active EE | $14,919 | $8,405+77.5% | $7,714+93.4% | $5,982+149.4% |
| Admin fee / account holder | $411 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |