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 8-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 | $164,358 | $127,264+29.1% | $109,895+49.6% | $167,490-1.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.32% | 22.97%-12.7pp | 29.45%-19.1pp | 478.56%-468.2pp |
| Employer contribution / active EE | $12,204 | $3,322+267.3% | $2,842+329.4% | $4,837+152.3% |
| Participant deferral / active EE | $17,213 | $4,514+281.3% | $4,048+325.2% | $6,341+171.4% |
| Admin fee / account holder | $4,008 | $7,114-43.7% | $6,066-33.9% | $12,309-67.4% |