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 | $163,089 | $198,466-17.8% | $170,442-4.3% | $147,584+10.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.86% | 257.29%-235.4pp | 205.93%-184.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $9,556 | $6,184+54.5% | $5,433+75.9% | $4,876+96.0% |
| Participant deferral / active EE | $10,512 | $5,629+86.7% | $4,939+112.8% | $5,439+93.3% |
| Admin fee / account holder | $1,762 | $16,852-89.5% | $13,880-87.3% | $10,885-83.8% |