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 4-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 | $171,398 | $214,378-20.0% | $200,582-14.5% | $142,382+20.4% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 14.99% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,478 | $6,841-34.5% | $6,419-30.2% | $4,299+4.2% |
| Participant deferral / active EE | $9,635 | $9,865-2.3% | $9,331+3.3% | $6,507+48.1% |
| Admin fee / account holder | $7,177 | $17,692-59.4% | $16,305-56.0% | $12,624-43.1% |