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 | $158,889 | $165,335-3.9% | $149,696+6.1% | $158,9220% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 16.39% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,018 | $5,103-80.1% | $4,644-78.1% | $4,761-78.6% |
| Participant deferral / active EE | $4,649 | $7,181-35.3% | $6,842-32.0% | $5,982-22.3% |
| Admin fee / account holder | $2,653 | $10,807-75.5% | $9,309-71.5% | $11,246-76.4% |