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 | $134,302 | $197,591-32.0% | $177,821-24.5% | $158,922-15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.94% | 58.76%-42.8pp | 48.32%-32.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $7,093 | $6,697+5.9% | $5,918+19.9% | $4,761+49.0% |
| Participant deferral / active EE | $18,533 | $8,405+120.5% | $7,714+140.3% | $5,982+209.8% |
| Admin fee / account holder | $1,881 | $15,399-87.8% | $12,427-84.9% | $11,246-83.3% |