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 | $169,950 | $214,378-20.7% | $200,582-15.3% | $142,382+19.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.94% | 46.41%-13.5pp | 42.33%-9.4pp | 217.08%-184.1pp |
| Employer contribution / active EE | $1,765 | $6,841-74.2% | $6,419-72.5% | $4,299-59.0% |
| Participant deferral / active EE | $12,206 | $9,865+23.7% | $9,331+30.8% | $6,507+87.6% |
| Admin fee / account holder | $539 | $17,692-97.0% | $16,305-96.7% | $12,624-95.7% |