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 9-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 | $185,677 | $106,515+74.3% | $96,683+92.0% | $139,434+33.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.49% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,737 | $4,103+15.5% | $3,737+26.8% | $4,751-0.3% |
| Participant deferral / active EE | $14,067 | $5,454+157.9% | $4,878+188.4% | $6,710+109.6% |
| Admin fee / account holder | $2,246 | $7,877-71.5% | $6,730-66.6% | $11,403-80.3% |