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 | $179,819 | $179,726+0.1% | $156,263+15.1% | $142,382+26.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.13% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $16,931 | $5,069+234.0% | $4,333+290.7% | $4,299+293.8% |
| Participant deferral / active EE | $7,794 | $6,956+12.0% | $6,158+26.6% | $6,507+19.8% |
| Admin fee / account holder | $6,893 | $17,272-60.1% | $14,255-51.6% | $12,624-45.4% |