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 | $136,610 | $201,272-32.1% | $184,203-25.8% | $145,922-6.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 10.45% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,397 | $7,022+48.1% | $6,427+61.8% | $4,660+123.1% |
| Participant deferral / active EE | $8,476 | $9,806-13.6% | $9,131-7.2% | $6,688+26.7% |
| Admin fee / account holder | $743 | $16,364-95.5% | $13,901-94.7% | $13,397-94.5% |