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 | $167,734 | $165,984+1.1% | $164,813+1.8% | $145,922+14.9% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.97% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,785 | $5,273-47.2% | $4,341-35.8% | $4,660-40.2% |
| Participant deferral / active EE | $8,598 | $6,959+23.6% | $6,031+42.6% | $6,688+28.6% |
| Admin fee / account holder | $928 | $16,648-94.4% | $12,690-92.7% | $13,397-93.1% |