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 4-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 | $184,799 | $106,584+73.4% | $101,326+82.4% | $142,382+29.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.02% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,536 | $3,956+90.5% | $3,665+105.6% | $4,299+75.3% |
| Participant deferral / active EE | $17,546 | $8,297+111.5% | $7,994+119.5% | $6,507+169.6% |
| Admin fee / account holder | $456 | $11,446-96.0% | $11,185-95.9% | $12,624-96.4% |