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 3-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 | $145,121 | $201,272-27.9% | $184,203-21.2% | $145,922-0.5% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 24.15% | 29.00%-4.8pp | 28.81%-4.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $35,699 | $7,022+408.4% | $6,427+455.5% | $4,660+666.1% |
| Participant deferral / active EE | $18,137 | $9,806+85.0% | $9,131+98.6% | $6,688+171.2% |
| Admin fee / account holder | $25,627 | $16,364+56.6% | $13,901+84.4% | $13,397+91.3% |