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 | $109,551 | $114,381-4.2% | $107,525+1.9% | $142,382-23.1% |
| Participation rate | 78.3% | 78.1%+0.1pp | 75.1%+3.2pp | 80.1%-1.9pp |
| Annual return | 15.57% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,733 | $4,015-31.9% | $3,754-27.2% | $4,299-36.4% |
| Participant deferral / active EE | $6,813 | $5,564+22.4% | $5,116+33.2% | $6,507+4.7% |
| Admin fee / account holder | $15,916 | $9,860+61.4% | $8,919+78.5% | $12,624+26.1% |