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 5-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 | $168,729 | $202,432-16.6% | $169,368-0.4% | $139,434+21.0% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 11.13% | 531.74%-520.6pp | 405.60%-394.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $6,091 | $4,692+29.8% | $4,013+51.8% | $4,751+28.2% |
| Participant deferral / active EE | $2,903 | $6,938-58.2% | $6,221-53.3% | $6,710-56.7% |
| Admin fee / account holder | $5,357 | $10,708-50.0% | $9,003-40.5% | $11,403-53.0% |