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 | $154,657 | $159,602-3.1% | $150,045+3.1% | $142,382+8.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 22.20% | 70.24%-48.0pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,971 | $4,961-40.1% | $4,693-36.7% | $4,299-30.9% |
| Participant deferral / active EE | $9,736 | $8,310+17.2% | $7,997+21.7% | $6,507+49.6% |
| Admin fee / account holder | $606 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |