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 | $155,589 | $165,335-5.9% | $149,696+3.9% | $158,922-2.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.65% | 348.15%-323.5pp | 276.60%-252.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,301 | $5,103-74.5% | $4,644-72.0% | $4,761-72.7% |
| Participant deferral / active EE | $5,532 | $7,181-23.0% | $6,842-19.1% | $5,982-7.5% |
| Admin fee / account holder | $14,153 | $10,807+31.0% | $9,309+52.0% | $11,246+25.9% |