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 10-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 | $160,091 | $197,591-19.0% | $177,821-10.0% | $158,922+0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.11% | 58.76%-38.6pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $14,472 | $6,697+116.1% | $5,918+144.5% | $4,761+204.0% |
| Participant deferral / active EE | $10,947 | $8,405+30.2% | $7,714+41.9% | $5,982+83.0% |
| Admin fee / account holder | $878 | $15,399-94.3% | $12,427-92.9% | $11,246-92.2% |