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 | $158,002 | $159,602-1.0% | $150,045+5.3% | $142,382+11.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.23% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $14,042 | $4,961+183.1% | $4,693+199.2% | $4,299+226.6% |
| Participant deferral / active EE | $11,097 | $8,310+33.5% | $7,997+38.8% | $6,507+70.5% |
| Admin fee / account holder | $9,223 | $14,846-37.9% | $13,435-31.4% | $12,624-26.9% |