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 | $157,535 | $228,332-31.0% | $185,823-15.2% | $158,922-0.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.71% | 40.80%-24.1pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $8,754 | $4,967+76.3% | $4,087+114.2% | $4,761+83.9% |
| Participant deferral / active EE | $19,500 | $6,415+204.0% | $5,632+246.2% | $5,982+226.0% |
| Admin fee / account holder | $968 | $11,864-91.8% | $9,500-89.8% | $11,246-91.4% |