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 | $172,967 | $217,402-20.4% | $185,823-6.9% | $167,490+3.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.99% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $11,797 | $5,873+100.9% | $5,167+128.3% | $4,837+143.9% |
| Participant deferral / active EE | $14,424 | $6,356+126.9% | $5,568+159.0% | $6,341+127.5% |
| Admin fee / account holder | $470 | $19,811-97.6% | $16,237-97.1% | $12,309-96.2% |