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 9-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 | $231,465 | $106,584+117.2% | $101,326+128.4% | $142,382+62.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.16% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,433 | $3,956+113.2% | $3,665+130.1% | $4,299+96.2% |
| Participant deferral / active EE | $5,400 | $8,297-34.9% | $7,994-32.4% | $6,507-17.0% |
| Admin fee / account holder | $2,102 | $11,446-81.6% | $11,185-81.2% | $12,624-83.4% |