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 | $172,272 | $201,272-14.4% | $184,203-6.5% | $145,922+18.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.48% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,389 | $7,022-37.5% | $6,427-31.7% | $4,660-5.8% |
| Participant deferral / active EE | $6,634 | $9,806-32.3% | $9,131-27.3% | $6,688-0.8% |
| Admin fee / account holder | $12,415 | $16,364-24.1% | $13,901-10.7% | $13,397-7.3% |