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 | $148,190 | $165,335-10.4% | $149,696-1.0% | $158,922-6.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $9,276 | $5,103+81.8% | $4,644+99.7% | $4,761+94.8% |
| Participant deferral / active EE | $10,218 | $7,181+42.3% | $6,842+49.3% | $5,982+70.8% |
| Admin fee / account holder | $10,646 | $10,807-1.5% | $9,309+14.4% | $11,246-5.3% |