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 6-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 | $173,363 | $114,381+51.6% | $107,525+61.2% | $142,382+21.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.53% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,385 | $4,015+9.2% | $3,754+16.8% | $4,299+2.0% |
| Participant deferral / active EE | $5,212 | $5,564-6.3% | $5,116+1.9% | $6,507-19.9% |
| Admin fee / account holder | $500 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |