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 | $183,237 | $197,591-7.3% | $177,821+3.0% | $158,922+15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.42% | 58.76%-36.3pp | 48.32%-25.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $11,547 | $6,697+72.4% | $5,918+95.1% | $4,761+142.5% |
| Participant deferral / active EE | $16,366 | $8,405+94.7% | $7,714+112.2% | $5,982+173.6% |
| Admin fee / account holder | $995 | $15,399-93.5% | $12,427-92.0% | $11,246-91.2% |