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 | $126,199 | $133,922-5.8% | $116,228+8.6% | $142,382-11.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 21.18% | 147.76%-126.6pp | 90.06%-68.9pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,569 | $3,446-54.5% | $2,994-47.6% | $4,299-63.5% |
| Participant deferral / active EE | $7,078 | $5,672+24.8% | $4,953+42.9% | $6,507+8.8% |
| Admin fee / account holder | $714 | $14,945-95.2% | $11,989-94.0% | $12,624-94.3% |