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 | $182,664 | $214,378-14.8% | $200,582-8.9% | $142,382+28.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.15% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,390 | $6,841-65.1% | $6,419-62.8% | $4,299-44.4% |
| Participant deferral / active EE | $11,431 | $9,865+15.9% | $9,331+22.5% | $6,507+75.7% |
| Admin fee / account holder | $13,392 | $17,692-24.3% | $16,305-17.9% | $12,624+6.1% |